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 |
|---|---|---|
ORIENTAL PENSION CONSULTANTS3+ years Service code 24 · EIN 59-2356441 | Discretionary Trustee | $18,945 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,212 | $65,592-58.5% | $90,160-69.8% | $69,631-60.9% |
| Participation rate | 85.6% | 77.6%+8.0pp | 76.9%+8.7pp | 70.7%+14.9pp |
| Annual return | 12.54% | 57.10%-44.6pp | 34.88%-22.3pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $2,157 | $2,193-1.6% | $3,318-35.0% | $2,032+6.2% |
| Participant deferral / active EE | $2,254 | $5,257-57.1% | $5,288-57.4% | $3,224-30.1% |
| Admin fee / account holder | $17 | $86-80.7% | $5,943-99.7% | $110-85.0% |