Filed April 28, 2025 (most recent of 2 filings on file)
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) | $38,957 |
SHUSTER ADVISORY GROUP, LLC3 years Service code 99 · EIN 46-4984194 | Other Fees | $22,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,706 | $27,839+146.8% | $58,482+17.5% | $71,457-3.9% |
| Participation rate | 69.8% | 34.5%+35.3pp | 50.9%+19.0pp | 67.9%+1.9pp |
| Annual return | 18.48% | 26.81%-8.3pp | 4239.32%-4220.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,420 | $631+125.1% | $1,053+34.8% | $2,588-45.1% |
| Participant deferral / active EE | $2,736 | $1,206+126.8% | $1,924+42.2% | $4,289-36.2% |
| Admin fee / account holder | $209 | $1,641-87.2% | $2,516-91.7% | $1,587-86.8% |