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, LLC3 years Filed as: SHUSTER ADVISORY GROUP LLC Service code 27 155 N. LAKE AVE., STE 500 · PASADENA, CA 91101 | Advisory (Plan) | $38,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,369 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,947 |
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 | $127,161 | $76,670+65.9% | $96,683+31.5% | $71,457+78.0% |
| Participation rate | 71.6% | 66.6%+5.0pp | 74.3%-2.7pp | 67.9%+3.7pp |
| Annual return | 21.95% | 48.29%-26.3pp | 35.69%-13.7pp | 28.85%-6.9pp |
| Employer contribution / active EE | $2,632 | $3,031-13.2% | $3,737-29.6% | $2,588+1.7% |
| Participant deferral / active EE | $8,583 | $3,771+127.6% | $4,878+75.9% | $4,289+100.1% |
| Admin fee / account holder | $380 | $2,028-81.3% | $6,730-94.4% | $1,587-76.1% |