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 8-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 | $35,105 |
Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $15,309 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENTM LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $4,280 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 | Contract Administrator | $2,922 |
MORNINGSTAR1 year 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.
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).
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 | $34,619 | $101,317-65.8% | $146,958-76.4% | $74,495-53.5% |
| Participation rate | 89.0% | 75.5%+13.5pp | 82.2%+6.8pp | 67.2%+21.8pp |
| Annual return | 34.71% | 8730.91%-8696.2pp | 418.34%-383.6pp | 1364.94%-1330.2pp |
| Employer contribution / active EE | $108 | $3,810-97.2% | $4,933-97.8% | $2,623-95.9% |
| Participant deferral / active EE | $5,050 | $7,303-30.8% | $8,070-37.4% | $4,346+16.2% |
| Admin fee / account holder | $337 | $1,739-80.6% | $12,998-97.4% | $1,942-82.7% |