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 | $46,003 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,595 |
ORENDA RETIREMENT, LLC6 years Service code 13 · EIN 36-4877979 | Contract Administrator | $5,888 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,944 | $73,360+15.8% | $177,989-52.3% | $74,495+14.0% |
| Participation rate | 63.9% | 66.6%-2.7pp | 77.1%-13.2pp | 67.2%-3.3pp |
| Annual return | 10.29% | 17.49%-7.2pp | 294.48%-284.2pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $2,090 | $2,216-5.7% | $3,949-47.1% | $2,623-20.3% |
| Participant deferral / active EE | $4,091 | $4,513-9.4% | $6,276-34.8% | $4,346-5.9% |
| Admin fee / account holder | $489 | $1,808-73.0% | $10,363-95.3% | $1,942-74.8% |