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 | $26,691 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $8,857 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,653 | $58,208+126.2% | $81,812+60.9% | $80,856+62.8% |
| Participation rate | 83.1% | 63.4%+19.7pp | 72.3%+10.8pp | 67.6%+15.5pp |
| Annual return | 27.53% | 41.66%-14.1pp | 773.79%-746.3pp | 35.59%-8.1pp |
| Employer contribution / active EE | $7,355 | $2,340+214.3% | $2,912+152.6% | $2,755+167.0% |
| Participant deferral / active EE | $10,629 | $3,281+224.0% | $4,319+146.1% | $4,296+147.4% |
| Admin fee / account holder | $257 | $4,981-94.8% | $7,386-96.5% | $6,918-96.3% |