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 99 · EIN 71-0294708 | Other Fees | $28,225 |
SHUSTER ADVISORY GROUP, LLC3 years Service code 99 · EIN 46-4984194 | Other Fees | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,945 | $87,870-43.2% | $113,168-55.9% | $74,304-32.8% |
| Participation rate | 96.6% | 70.7%+25.9pp | 76.6%+20.0pp | 60.3%+36.3pp |
| Annual return | 17.63% | 26.44%-8.8pp | 24.27%-6.6pp | 29.43%-11.8pp |
| Employer contribution / active EE | $1,679 | $2,277-26.3% | $2,975-43.6% | $2,241-25.1% |
| Participant deferral / active EE | $6,655 | $4,241+56.9% | $5,107+30.3% | $3,767+76.7% |
| Admin fee / account holder | $113 | $3,368-96.6% | $12,068-99.1% | $2,969-96.2% |