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 | $41,415 |
ORENDA RETIREMENT, LLC3 years Filed as: ORENDA RETIREMENT LLC Service code 13 | Contract Administrator | $13,570 |
ORENDA RETIREMENT, LLC3 years Service code 13 · EIN 36-4877979 | Contract Administrator | $7,048 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,749 | $49,808-32.2% | $95,745-64.8% | $74,419-54.6% |
| Participation rate | 95.2% | 66.6%+28.6pp | 72.3%+22.9pp | 70.7%+24.4pp |
| Annual return | 33.26% | 24.91%+8.4pp | 28.35%+4.9pp | 34.38%-1.1pp |
| Employer contribution / active EE | $5,112 | $1,639+211.9% | $2,835+80.3% | $2,637+93.8% |
| Participant deferral / active EE | $6,856 | $3,739+83.4% | $4,245+61.5% | $4,528+51.4% |
| Admin fee / account holder | $122 | $311-60.8% | $5,678-97.9% | $348-64.9% |