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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $22,226 |
SHUSTER ADVISORY GROUP, LLC2 years Service code 99 · EIN 46-4984194 | Other Fees | $16,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,402 | $79,171-41.4% | $102,423-54.7% | $74,495-37.7% |
| Participation rate | 98.0% | 74.8%+23.2pp | 76.5%+21.5pp | 67.2%+30.8pp |
| Annual return | 13.34% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,311 | $2,362-44.5% | $3,023-56.6% | $2,623-50.0% |
| Participant deferral / active EE | $6,603 | $4,415+49.6% | $5,053+30.7% | $4,346+51.9% |
| Admin fee / account holder | $103 | $2,001-94.9% | $9,451-98.9% | $1,942-94.7% |