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 | $86,437 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $30,780 |
ORENDA RETIREMENT, LLC3 years Service code 13 | Contract Administrator | $7,947 |
PAPILLON PRINTING, LLC1 year Service code 27 · EIN 81-5183995 | Advisory (Plan) | $7,816 |
ORENDA RETIREMENT, LLC3 years Filed as: ORENDA RETIREMENT Service code 13 · EIN 36-4877979 | Contract Administrator | $4,875 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,418 | $56,485-33.8% | $185,823-79.9% | $86,799-56.9% |
| Participation rate | 39.5% | 65.5%-26.0pp | 81.7%-42.2pp | 72.3%-32.8pp |
| Annual return | 14.15% | 118.04%-103.9pp | 122.05%-107.9pp | 97.91%-83.8pp |
| Employer contribution / active EE | $456 | $1,843-75.3% | $5,167-91.2% | $2,405-81.0% |
| Participant deferral / active EE | $969 | $2,553-62.0% | $5,568-82.6% | $4,131-76.5% |
| Admin fee / account holder | $376 | $150+151.3% | $16,237-97.7% | $170+121.7% |