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 | $87,613 |
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $39,200 |
ORENDA RETIREMENT, LLC7 years Service code 13 | Contract Administrator | $10,104 |
ORENDA RETIREMENT, LLC7 years Filed as: ORENDA RETIREMENT Service code 13 · EIN 36-4877979 | Contract Administrator | $5,902 |
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 | $52,322 | $50,982+2.6% | $154,803-66.2% | $85,563-38.8% |
| Participation rate | 29.4% | 59.8%-30.4pp | 78.1%-48.7pp | 66.0%-36.6pp |
| Annual return | 15.17% | 30.35%-15.2pp | 58.88%-43.7pp | 31.51%-16.3pp |
| Employer contribution / active EE | $381 | $1,708-77.7% | $4,305-91.1% | $2,654-85.6% |
| Participant deferral / active EE | $889 | $2,474-64.1% | $5,540-84.0% | $4,375-79.7% |
| Admin fee / account holder | $379 | $846-55.2% | $14,329-97.4% | $834-54.6% |