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 | $35,894 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,068 |
ORENDA RETIREMENT, LLC2 years Service code 13 · EIN 36-4877979 | Contract Administrator | $6,053 |
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.
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 | $88,727 | $56,152+58.0% | $185,823-52.3% | $73,409+20.9% |
| Participation rate | 35.0% | 67.6%-32.6pp | 78.0%-43.0pp | 72.2%-37.2pp |
| Annual return | 13.41% | 17.59%-4.2pp | 35.95%-22.5pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,027 | $1,532-32.9% | $4,087-74.9% | $2,234-54.0% |
| Participant deferral / active EE | $2,196 | $3,659-40.0% | $5,632-61.0% | $3,805-42.3% |
| Admin fee / account holder | $434 | $132+228.7% | $9,500-95.4% | $158+174.9% |