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 |
|---|---|---|
SHUSTER ADVISORY GROUP, LLC2 years Filed as: SHUSTER ADVISORY GROUP LLC Service code 27 225 S LAKE AVE STE 600 · PASADENA, CA 91101 | Advisory (Plan) | $38,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,172 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,760 |
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).
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 | $103,615 | $64,119+61.6% | $112,228-7.7% | $66,914+54.8% |
| Participation rate | 66.5% | 68.5%-2.0pp | 75.1%-8.6pp | 69.8%-3.3pp |
| Annual return | -17.59% | -13.81%-3.8pp | 27.45%-45.0pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,329 | $3,005-22.5% | $3,635-35.9% | $2,544-8.5% |
| Participant deferral / active EE | $7,370 | $3,693+99.6% | $4,728+55.9% | $4,237+74.0% |
| Admin fee / account holder | $387 | $625-38.0% | $6,410-94.0% | $593-34.7% |