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 | $80,475 |
ORENDA RETIREMENT, LLC4 years Service code 13 · EIN 36-4877979 | Contract Administrator | $29,802 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $27,326 |
ORENDA RETIREMENT, LLC4 years Filed as: ORENDA RETIREMENT LLC Service code 13 | Contract Administrator | $19,466 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,976 | $106,028-82.1% | $146,958-87.1% | $77,643-75.6% |
| Participation rate | 82.2% | 78.4%+3.8pp | 82.2%0pp | 70.6%+11.6pp |
| Annual return | 16.12% | 56.73%-40.6pp | 418.34%-402.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,690 | $4,063-58.4% | $4,933-65.7% | $2,726-38.0% |
| Participant deferral / active EE | $2,454 | $7,990-69.3% | $8,070-69.6% | $4,647-47.2% |
| Admin fee / account holder | $207 | $337-38.6% | $12,998-98.4% | $430-51.9% |