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, LLC4 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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,786 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,037 |
Service code 10 1801 W OLYMPIC BLVD · PASADENA, CA 911991404 | Accounting | $6,465 |
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 | $144,655 | $80,724+79.2% | $103,333+40.0% | $74,495+94.2% |
| Participation rate | 78.2% | 65.7%+12.5pp | 74.5%+3.7pp | 67.2%+11.0pp |
| Annual return | 16.04% | 27.56%-11.5pp | 24.88%-8.8pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $3,862 | $3,157+22.3% | $3,868-0.1% | $2,623+47.3% |
| Participant deferral / active EE | $10,080 | $3,860+161.1% | $5,057+99.3% | $4,346+132.0% |
| Admin fee / account holder | $501 | $2,368-78.8% | $8,355-94.0% | $1,942-74.2% |