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: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $26,220 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,306 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $12,453 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $76,838 | $48,471+58.5% | $182,532-57.9% | $67,579+13.7% |
| Participation rate | 36.8% | 67.2%-30.4pp | 78.0%-41.2pp | 71.3%-34.5pp |
| Annual return | 14.45% | 31.08%-16.6pp | 148.54%-134.1pp | 378.56%-364.1pp |
| Employer contribution / active EE | $1,040 | $1,461-28.8% | $4,076-74.5% | $2,148-51.6% |
| Participant deferral / active EE | $2,092 | $3,324-37.1% | $5,524-62.1% | $3,539-40.9% |
| Admin fee / account holder | $343 | $151+126.9% | $8,592-96.0% | $142+141.0% |