Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $40,899 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $25,796 |
Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $8,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,031 | $46,464-39.7% | $150,298-81.3% | $79,634-64.8% |
| Participation rate | 43.9% | 57.0%-13.0pp | 77.8%-33.8pp | 62.5%-18.5pp |
| Annual return | 10.44% | 27.89%-17.5pp | 62.79%-52.4pp | 36.46%-26.0pp |
| Employer contribution / active EE | $457 | $1,512-69.8% | $4,154-89.0% | $2,529-81.9% |
| Participant deferral / active EE | $584 | $2,157-72.9% | $5,453-89.3% | $3,835-84.8% |
| Admin fee / account holder | $244 | $891-72.7% | $14,116-98.3% | $1,002-75.7% |