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 | $82,678 |
ORENDA RETIREMENT, LLC3 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4777979 | Contract Administrator | $35,136 |
ORENDA RETIREMENT, LLC1 year Service code 13 | Contract Administrator | $15,424 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,658 | $82,202+72.3% | $125,339+13.0% | $64,808+118.6% |
| Participation rate | 13.6% | 77.9%-64.3pp | 82.4%-68.8pp | 71.5%-57.8pp |
| Annual return | -11.60% | 3.48%-15.1pp | 572.05%-583.7pp | 32.82%-44.4pp |
| Employer contribution / active EE | $503 | $3,615-86.1% | $4,814-89.6% | $2,506-79.9% |
| Participant deferral / active EE | $5,000 | $7,175-30.3% | $7,446-32.9% | $4,310+16.0% |
| Admin fee / account holder | $1,186 | $163+626.5% | $10,010-88.2% | $188+531.5% |