See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHUSTER ADVISORY GROUP LLC Service code 27 155 N LAKE AVE STE 500 · PASADENA, CA 91101 | Advisory (Plan) | $14,584 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,086 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,433 | $79,944+11.9% | $98,439-9.1% | $75,163+19.0% |
| Participation rate | 98.9% | 70.4%+28.6pp | 75.2%+23.8pp | 67.2%+31.7pp |
| Annual return | 13.27% | 19.75%-6.5pp | 21.16%-7.9pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,690 | $2,264+18.8% | $3,048-11.8% | $2,670+0.7% |
| Participant deferral / active EE | $7,487 | $3,752+99.6% | $4,738+58.0% | $4,125+81.5% |
| Admin fee / account holder | $125 | $6,840-98.2% | $8,948-98.6% | $5,651-97.8% |