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 13 · EIN 42-0127290 | Contract Administrator | $38,458 |
Service code 49 · EIN 52-2114207 | Other Services | $11,652 |
ORENDA RETIREMENT, LLC6 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $9,864 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $15,701 | $46,464-66.2% | $150,298-89.6% | $79,634-80.3% |
| Participation rate | 19.5% | 57.0%-37.5pp | 77.8%-58.3pp | 62.5%-43.0pp |
| Annual return | 14.35% | 27.89%-13.5pp | 62.79%-48.4pp | 36.46%-22.1pp |
| Employer contribution / active EE | $141 | $1,512-90.6% | $4,154-96.6% | $2,529-94.4% |
| Participant deferral / active EE | $211 | $2,157-90.2% | $5,453-96.1% | $3,835-94.5% |
| Admin fee / account holder | $253 | $891-71.5% | $14,116-98.2% | $1,002-74.7% |