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 26 · EIN 71-0294708 | Advisory (Participants) | $66,942 |
SHUSTER ADVISORY GROUP, LLC4 years Service code 99 · EIN 46-4984194 | Other Fees | $39,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $65,657 | $66,457-1.2% | $81,382-19.3% | $77,643-15.4% |
| Participation rate | 48.7% | 68.7%-20.0pp | 69.5%-20.8pp | 70.6%-21.9pp |
| Annual return | 15.97% | 15.93%0pp | 24.73%-8.8pp | 31.24%-15.3pp |
| Employer contribution / active EE | $697 | $2,159-67.7% | $2,463-71.7% | $2,726-74.4% |
| Participant deferral / active EE | $3,355 | $3,679-8.8% | $3,883-13.6% | $4,647-27.8% |
| Admin fee / account holder | $240 | $583-58.7% | $5,768-95.8% | $430-44.1% |