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 | $93,882 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $42,238 |
ORENDA RETIREMENT, LLC4 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4777979 | Contract Administrator | $22,318 |
ORENDA RETIREMENT, LLC2 years Service code 13 | Contract Administrator | $9,684 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,510 | $95,274-4.0% | $135,903-32.7% | $74,419+23.0% |
| Participation rate | 36.0% | 78.2%-42.1pp | 81.9%-45.9pp | 70.7%-34.7pp |
| Annual return | 18.55% | 32.77%-14.2pp | 68.23%-49.7pp | 34.38%-15.8pp |
| Employer contribution / active EE | $485 | $3,874-87.5% | $4,856-90.0% | $2,637-81.6% |
| Participant deferral / active EE | $5,405 | $7,782-30.5% | $7,758-30.3% | $4,528+19.4% |
| Admin fee / account holder | $754 | $266+183.4% | $10,762-93.0% | $348+116.8% |