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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $78,250 |
ORENDA RETIREMENT, LLC7 years Service code 13 · EIN 36-4877979 | Contract Administrator | $16,379 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,560 | $119,446-25.9% | $150,045-41.0% | $85,563+3.5% |
| Participation rate | 73.0% | 75.4%-2.4pp | 82.3%-9.3pp | 66.0%+7.1pp |
| Annual return | 16.97% | 23.72%-6.8pp | 62.55%-45.6pp | 31.51%-14.5pp |
| Employer contribution / active EE | $3,981 | $4,078-2.4% | $4,693-15.2% | $2,654+50.0% |
| Participant deferral / active EE | $8,634 | $7,985+8.1% | $7,997+8.0% | $4,375+97.3% |
| Admin fee / account holder | $258 | $548-52.8% | $13,435-98.1% | $834-69.0% |