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 | $69,682 |
SHUSTER ADVISORY GROUP, LLC5 years Service code 99 · EIN 46-4984194 | Other Fees | $40,906 |
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 | $70,641 | $117,025-39.6% | $91,541-22.8% | $85,563-17.4% |
| Participation rate | 49.8% | 64.2%-14.5pp | 69.8%-20.0pp | 66.0%-16.2pp |
| Annual return | 14.78% | 18.02%-3.2pp | 20.50%-5.7pp | 31.51%-16.7pp |
| Employer contribution / active EE | $853 | $2,120-59.8% | $2,505-66.0% | $2,654-67.9% |
| Participant deferral / active EE | $3,773 | $3,446+9.5% | $4,008-5.9% | $4,375-13.8% |
| Admin fee / account holder | $231 | $1,242-81.4% | $6,956-96.7% | $834-72.4% |