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 | $22,141 |
Filed as: MASSMUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $11,380 |
ORENDA RETIREMENT, LLC1 year Service code 13 | Contract Administrator | $7,500 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT Service code 13 · EIN 36-4877979 | Contract Administrator | $1,676 |
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,476 | $62,928-65.9% | $172,739-87.6% | $67,579-68.2% |
| Participation rate | 58.1% | 64.5%-6.4pp | 82.6%-24.6pp | 71.3%-13.2pp |
| Annual return | 20.67% | 30.36%-9.7pp | 802.84%-782.2pp | 378.56%-357.9pp |
| Employer contribution / active EE | $389 | $1,636-76.2% | $5,143-92.4% | $2,148-81.9% |
| Participant deferral / active EE | $867 | $2,145-59.6% | $5,198-83.3% | $3,539-75.5% |
| Admin fee / account holder | $120 | $167-28.1% | $13,954-99.1% | $142-15.8% |