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 | $124,453 |
SHUSTER ADVISORY GROUP, LLC4 years Service code 99 · EIN 46-4984194 | Other Fees | $36,000 |
WRIGHT FORD YOUNG & CO2 years Filed as: WRIGHT FORD YOUNG & CO. Service code 99 16140 SAND CANYON AVENUE · IRVINE, CA 92618 | Other Fees | $16,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $38,907 | $129,021-69.8% | $184,203-78.9% | $77,643-49.9% |
| Participation rate | 89.1% | 87.3%+1.8pp | 86.8%+2.3pp | 70.6%+18.5pp |
| Annual return | 15.98% | 33.27%-17.3pp | 28.81%-12.8pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,862 | $4,413-57.8% | $6,427-71.0% | $2,726-31.7% |
| Participant deferral / active EE | $5,162 | $7,297-29.3% | $9,131-43.5% | $4,647+11.1% |
| Admin fee / account holder | $188 | $254-25.9% | $13,901-98.6% | $430-56.3% |