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 17 · EIN 13-5674085 | Pension Consulting | $43,304 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,179 |
ORENDA RETIREMENT, LLC4 years Service code 13 · EIN 36-4877979 | Contract Administrator | $6,937 |
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 | $73,070 | $50,458+44.8% | $159,960-54.3% | $64,808+12.7% |
| Participation rate | 35.5% | 68.0%-32.5pp | 78.0%-42.4pp | 71.5%-36.0pp |
| Annual return | -15.32% | -13.42%-1.9pp | 408.60%-423.9pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,070 | $1,722-37.9% | $4,226-74.7% | $2,506-57.3% |
| Participant deferral / active EE | $2,301 | $4,004-42.5% | $6,182-62.8% | $4,310-46.6% |
| Admin fee / account holder | $493 | $706-30.2% | $8,698-94.3% | $188+162.5% |