See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHUSTER ADVISORY GROUP LLC Service code 27 225 S LAKE AVE STE 600 · PASADENA, CA 91101 | Advisory (Plan) | $38,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,785 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,620 |
KOBO WEALTH CONSERVANCY4 years Filed as: KOBO WEALTH CONSERVANCY LLC Service code 99 119 MERCHANT ST STE 610 · HONOLULU, HI 96813 | Other Fees | $812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,591 | $77,660+61.7% | $109,143+15.1% | $79,386+58.2% |
| Participation rate | 66.2% | 67.8%-1.6pp | 75.9%-9.6pp | 70.7%-4.5pp |
| Annual return | 13.10% | 23.44%-10.3pp | 25.75%-12.7pp | 116.85%-103.8pp |
| Employer contribution / active EE | $2,442 | $2,797-12.7% | $3,722-34.4% | $2,427+0.6% |
| Participant deferral / active EE | $7,955 | $3,518+126.1% | $4,653+71.0% | $4,046+96.6% |
| Admin fee / account holder | $387 | $732-47.2% | $6,752-94.3% | $626-38.2% |