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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $54,600 |
Filed as: ARCHFORD CAPITAL STRATEGIES LLC Service code 27 · EIN 46-2394834 | Advisory (Plan) | $24,464 |
ORENDA RETIREMENT, LLC4 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $5,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,967 | $56,767+19.7% | $101,794-33.2% | $85,563-20.6% |
| Participation rate | 34.7% | 57.6%-22.9pp | 69.2%-34.5pp | 66.0%-31.3pp |
| Annual return | 14.55% | 17.76%-3.2pp | 30.53%-16.0pp | 31.51%-17.0pp |
| Employer contribution / active EE | $550 | $1,112-50.5% | $2,289-76.0% | $2,654-79.3% |
| Participant deferral / active EE | $1,227 | $2,720-54.9% | $4,084-70.0% | $4,375-72.0% |
| Admin fee / account holder | $452 | $1,098-58.8% | $8,777-94.8% | $834-45.8% |