Filed March 27, 2025
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 | $50,363 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $16,933 |
Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $9,682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,928 | $62,543-50.5% | $83,333-62.9% | $55,725-44.5% |
| Participation rate | 68.9% | 78.4%-9.5pp | 77.8%-8.8pp | 70.9%-1.9pp |
| Annual return | -3.10% | 14.85%-18.0pp | 10.63%-13.7pp | 244.93%-248.0pp |
| Employer contribution / active EE | $1,498 | $2,427-38.3% | $3,379-55.6% | $2,078-27.9% |
| Participant deferral / active EE | $2,410 | $5,682-57.6% | $5,565-56.7% | $3,356-28.2% |
| Admin fee / account holder | $195 | $103+89.5% | $7,510-97.4% | $115+69.7% |