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 | $29,771 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,762 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $12,417 |
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 | $57,132 | $102,317-44.2% | $146,958-61.1% | $80,856-29.3% |
| Participation rate | 82.3% | 75.8%+6.5pp | 82.2%+0.1pp | 67.6%+14.7pp |
| Annual return | 11.93% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,079 | $3,713-17.1% | $4,933-37.6% | $2,755+11.8% |
| Participant deferral / active EE | $5,265 | $6,644-20.8% | $8,070-34.8% | $4,296+22.6% |
| Admin fee / account holder | $571 | $7,941-92.8% | $12,998-95.6% | $6,918-91.7% |