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, LLC5 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4777979 | Contract Administrator | $62,419 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $45,501 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,647 |
ORENDA RETIREMENT, LLC3 years Service code 13 | Contract Administrator | $34,821 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,903 | $106,028-5.8% | $146,958-32.0% | $77,643+28.7% |
| Participation rate | 34.3% | 78.4%-44.1pp | 82.2%-47.8pp | 70.6%-36.3pp |
| Annual return | 11.54% | 56.73%-45.2pp | 418.34%-406.8pp | 31.24%-19.7pp |
| Employer contribution / active EE | $489 | $4,063-88.0% | $4,933-90.1% | $2,726-82.0% |
| Participant deferral / active EE | $3,776 | $7,990-52.7% | $8,070-53.2% | $4,647-18.7% |
| Admin fee / account holder | $733 | $337+117.3% | $12,998-94.4% | $430+70.4% |