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 | $69,847 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $24,774 |
ORENDA RETIREMENT, LLC2 years Service code 13 | Contract Administrator | $6,574 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT Service code 13 · EIN 36-4877979 | Contract Administrator | $4,101 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,182 | $52,293-42.3% | $178,490-83.1% | $73,409-58.9% |
| Participation rate | 47.6% | 65.3%-17.7pp | 81.9%-34.3pp | 72.2%-24.5pp |
| Annual return | 16.14% | 34.75%-18.6pp | 151.07%-134.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $580 | $1,735-66.6% | $5,011-88.4% | $2,234-74.0% |
| Participant deferral / active EE | $1,199 | $2,332-48.6% | $5,202-77.0% | $3,805-68.5% |
| Admin fee / account holder | $260 | $127+104.5% | $13,984-98.1% | $158+64.9% |