See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $38,605 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,178 |
ORENDA RETIREMENT, LLC5 years Service code 13 · EIN 36-4877979 | Contract Administrator | $8,906 |
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 | $86,903 | $56,638+53.4% | $169,368-48.7% | $74,419+16.8% |
| Participation rate | 39.1% | 67.5%-28.4pp | 77.1%-38.0pp | 70.7%-31.6pp |
| Annual return | 15.87% | 24.75%-8.9pp | 405.60%-389.7pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,225 | $2,027-39.6% | $4,013-69.5% | $2,637-53.6% |
| Participant deferral / active EE | $2,523 | $4,223-40.2% | $6,221-59.4% | $4,528-44.3% |
| Admin fee / account holder | $451 | $307+47.2% | $9,003-95.0% | $348+29.7% |