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 |
|---|---|---|
SHUSTER ADVISORY GROUP, LLC2 years Filed as: SHUSTER ADVISORY GROUP LLC Service code 27 155 N LAKE AVE STE 500 · PASADENA, CA 91101 | Advisory (Plan) | $42,338 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,581 | $78,485+29.4% | $106,213-4.4% | $74,495+36.4% |
| Participation rate | 81.6% | 72.8%+8.8pp | 75.3%+6.3pp | 67.2%+14.4pp |
| Annual return | 12.24% | 15.95%-3.7pp | 116.14%-103.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,263 | $2,523-10.3% | $3,171-28.6% | $2,623-13.7% |
| Participant deferral / active EE | $5,705 | $4,322+32.0% | $5,016+13.7% | $4,346+31.3% |
| Admin fee / account holder | $279 | $2,232-87.5% | $11,033-97.5% | $1,942-85.7% |