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 7-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 | $22,612 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $4,650 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 | Contract Administrator | $2,845 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,546 | $60,488-64.4% | $109,895-80.4% | $79,386-72.9% |
| Participation rate | 94.8% | 67.0%+27.8pp | 74.2%+20.6pp | 70.7%+24.1pp |
| Annual return | 61.24% | 189.57%-128.3pp | 29.45%+31.8pp | 116.85%-55.6pp |
| Employer contribution / active EE | $4,754 | $1,649+188.3% | $2,842+67.2% | $2,427+95.8% |
| Participant deferral / active EE | $5,881 | $3,220+82.6% | $4,048+45.3% | $4,046+45.4% |
| Admin fee / account holder | $118 | $605-80.4% | $6,066-98.0% | $626-81.1% |