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 | $40,267 |
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $16,353 |
ORENDA RETIREMENT, LLC3 years Service code 13 · EIN 36-4877979 | Contract Administrator | $3,975 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 | Contract Administrator | $2,240 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $77,017 | $109,413-29.6% | $156,263-50.7% | $84,808-9.2% |
| Participation rate | 94.8% | 72.7%+22.1pp | 78.9%+15.9pp | 68.3%+26.5pp |
| Annual return | 14.18% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,745 | $2,907-5.6% | $4,333-36.7% | $2,631+4.3% |
| Participant deferral / active EE | $8,745 | $4,590+90.5% | $6,158+42.0% | $4,212+107.6% |
| Admin fee / account holder | $381 | $9,357-95.9% | $14,255-97.3% | $7,344-94.8% |