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) | $47,094 |
SHUSTER ADVISORY GROUP, LLC5 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 | $92,580 | $31,310+195.7% | $53,898+71.8% | $74,304+24.6% |
| Participation rate | 63.7% | 30.7%+33.0pp | 55.0%+8.7pp | 60.3%+3.3pp |
| Annual return | 14.66% | 23.16%-8.5pp | 528.60%-513.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,823 | $450+305.4% | $932+95.6% | $2,241-18.6% |
| Participant deferral / active EE | $3,371 | $934+260.8% | $1,826+84.6% | $3,767-10.5% |
| Admin fee / account holder | $282 | $2,175-87.0% | $2,491-88.7% | $2,969-90.5% |