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 | $106,109 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $41,629 |
ORENDA RETIREMENT, LLC3 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $14,192 |
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.
Employer contribution per participant 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 | $35,601 | $50,820-29.9% | $155,567-77.1% | $77,671-54.2% |
| Participation rate | 55.3% | 63.1%-7.8pp | 78.2%-22.9pp | 70.6%-15.3pp |
| Annual return | 31.36% | 34.85%-3.5pp | 64.74%-33.4pp | 31.21%+0.1pp |
| Employer contribution / active EE | $5 | $1,993-99.8% | $4,674-99.9% | $2,726-99.8% |
| Participant deferral / active EE | $1,537 | $2,823-45.5% | $5,628-72.7% | $4,648-66.9% |
| Admin fee / account holder | $203 | $436-53.4% | $15,916-98.7% | $430-52.8% |