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 |
|---|---|---|
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4777979 | Contract Administrator | $30,636 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,700 |
JP MORGAN SECURITIES LLC1 year Service code 27 | Advisory (Plan) | $5,663 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN SECURITIES Service code 27 · EIN 13-4110995 | Advisory (Plan) | $4,040 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,653 | $100,801-43.8% | $149,696-62.2% | $73,409-22.8% |
| Participation rate | 38.1% | 77.7%-39.5pp | 82.5%-44.3pp | 72.2%-34.0pp |
| Annual return | 10.90% | 265.34%-254.4pp | 276.60%-265.7pp | 59.29%-48.4pp |
| Employer contribution / active EE | $387 | $3,312-88.3% | $4,644-91.7% | $2,234-82.7% |
| Participant deferral / active EE | $3,842 | $6,404-40.0% | $6,842-43.8% | $3,805+1.0% |
| Admin fee / account holder | $242 | $181+33.8% | $9,309-97.4% | $158+53.2% |