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) | $45,237 |
SHUSTER ADVISORY GROUP, LLC4 years Service code 99 · EIN 46-4984194 | Other Fees | $0 |
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 | $75,303 | $34,934+115.6% | $56,411+33.5% | $74,495+1.1% |
| Participation rate | 65.4% | 32.8%+32.6pp | 52.5%+12.9pp | 67.2%-1.8pp |
| Annual return | 12.36% | 25.94%-13.6pp | 1701.33%-1689.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,709 | $609+180.6% | $1,039+64.5% | $2,623-34.9% |
| Participant deferral / active EE | $3,177 | $1,170+171.5% | $1,952+62.8% | $4,346-26.9% |
| Admin fee / account holder | $260 | $2,364-89.0% | $2,829-90.8% | $1,942-86.6% |