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 | $153,459 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $96,322 |
GREENSPRING ADVISORS, LLC4 years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $40,210 |
ALMICH & ASSOCIATES1 year Filed as: AMICH & ASSOCIATES Service code 10 · EIN 33-0526284 | Accounting | $23,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,322 | $113,293-77.6% | $67,502-62.5% | $199,593-87.3% |
| Participation rate | 91.2% | 73.3%+17.8pp | 72.9%+18.3pp | 72.0%+19.2pp |
| Annual return | 12.31% | 15.88%-3.6pp | 3512.12%-3499.8pp | 34.25%-21.9pp |
| Employer contribution / active EE | $994 | $3,401-70.8% | $2,731-63.6% | $3,034-67.2% |
| Participant deferral / active EE | $2,743 | $4,159-34.0% | $4,000-31.4% | $5,087-46.1% |
| Admin fee / account holder | $158 | $103+54.5% | $3,998-96.0% | $269-41.1% |