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 | $72,084 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $30,903 |
ORENDA RETIREMENT, LLC4 years Filed as: ORENDA RETIREMENT Service code 13 · EIN 36-4877979 | Contract Administrator | $8,101 |
ORENDA RETIREMENT, LLC4 years Service code 13 | Contract Administrator | $7,658 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $31,212 | $46,292-32.6% | $143,757-78.3% | $64,808-51.8% |
| Participation rate | 32.0% | 64.2%-32.2pp | 80.3%-48.3pp | 71.5%-39.4pp |
| Annual return | -17.61% | -10.05%-7.6pp | -0.04%-17.6pp | 32.82%-50.4pp |
| Employer contribution / active EE | $371 | $1,910-80.5% | $4,951-92.5% | $2,506-85.2% |
| Participant deferral / active EE | $806 | $2,646-69.5% | $5,637-85.7% | $4,310-81.3% |
| Admin fee / account holder | $308 | $154+100.1% | $14,673-97.9% | $188+63.8% |