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 | $23,965 |
ORENDA RETIREMENT, LLC5 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $7,219 |
OSAIC WEALTH INC2 years Service code 49 | Other Services | $5,737 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH INC. Service code 49 · EIN 93-0987232 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,259 | $57,831-51.1% | $82,389-65.7% | $85,563-67.0% |
| Participation rate | 27.2% | 55.0%-27.8pp | 69.5%-42.4pp | 66.0%-38.8pp |
| Annual return | 11.87% | 17.86%-6.0pp | 28.67%-16.8pp | 31.51%-19.6pp |
| Employer contribution / active EE | $0 | $1,643-100.0% | $2,517-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,174 | $3,118-62.3% | $4,155-71.7% | $4,375-73.2% |
| Admin fee / account holder | $311 | $1,391-77.7% | $7,231-95.7% | $834-62.8% |