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 17 · EIN 13-5674085 | Pension Consulting | $23,107 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,683 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $6,416 |
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 | $41,124 | $91,407-55.0% | $135,903-69.7% | $71,457-42.4% |
| Participation rate | 87.9% | 75.7%+12.2pp | 81.9%+5.9pp | 67.9%+19.9pp |
| Annual return | 21.76% | 29.90%-8.1pp | 68.23%-46.5pp | 28.85%-7.1pp |
| Employer contribution / active EE | $3,088 | $3,703-16.6% | $4,856-36.4% | $2,588+19.3% |
| Participant deferral / active EE | $4,747 | $7,092-33.1% | $7,758-38.8% | $4,289+10.7% |
| Admin fee / account holder | $328 | $1,266-74.1% | $10,762-97.0% | $1,587-79.3% |