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 |
|---|---|---|
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $29,005 |
ORENDA RETIREMENT, LLC5 years Service code 13 | Contract Administrator | $7,284 |
ORENDA RETIREMENT, LLC5 years Filed as: ORENDA RETIREMENT Service code 13 · EIN 36-4877979 | Contract Administrator | $4,650 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,380 | $47,126-12.2% | $149,673-72.4% | $74,419-44.4% |
| Participation rate | 35.4% | 63.4%-28.0pp | 78.8%-43.4pp | 70.7%-35.3pp |
| Annual return | 15.97% | 22.75%-6.8pp | 134.42%-118.4pp | 34.38%-18.4pp |
| Employer contribution / active EE | $471 | $1,905-75.3% | $4,818-90.2% | $2,637-82.2% |
| Participant deferral / active EE | $1,021 | $2,728-62.6% | $5,680-82.0% | $4,528-77.4% |
| Admin fee / account holder | $345 | $343+0.7% | $13,210-97.4% | $348-0.8% |