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 13 · EIN 42-0127290 | Contract Administrator | $47,522 |
Filed as: SCHUSTER LLC Service code 29 · EIN 66-0521570 | Legal | $4,187 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $38,643 | $88,890-56.5% | $102,423-62.3% | $77,643-50.2% |
| Participation rate | 98.3% | 80.9%+17.4pp | 76.5%+21.9pp | 70.6%+27.8pp |
| Annual return | 12.02% | 24.98%-13.0pp | 29.32%-17.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $3,001 | $2,698+11.3% | $3,023-0.7% | $2,726+10.1% |
| Participant deferral / active EE | $3,635 | $5,145-29.4% | $5,053-28.1% | $4,647-21.8% |
| Admin fee / account holder | $64 | $235-72.6% | $9,451-99.3% | $430-85.0% |