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 | $22,302 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $8,209 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,959 | $57,281+72.8% | $86,612+14.3% | $75,163+31.7% |
| Participation rate | 88.8% | 63.2%+25.6pp | 71.7%+17.1pp | 67.2%+21.6pp |
| Annual return | 19.73% | 2670.75%-2651.0pp | 591.07%-571.3pp | 160.62%-140.9pp |
| Employer contribution / active EE | $7,267 | $2,314+214.0% | $3,022+140.4% | $2,670+172.2% |
| Participant deferral / active EE | $10,447 | $3,318+214.9% | $4,438+135.4% | $4,125+153.3% |
| Admin fee / account holder | $203 | $4,112-95.1% | $5,614-96.4% | $5,651-96.4% |