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 | $49,413 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $26,105 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $25,203 |
TRAILBREAKER ACCOUNTING1 year Filed as: TRAILBREAKER ACCOUNTING PLLC Service code 10 · EIN 39-3265760 | Accounting | $9,750 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $53,285 | $30,588+74.2% | $53,898-1.1% | $85,563-37.7% |
| Participation rate | 28.2% | 26.3%+1.8pp | 55.0%-26.8pp | 66.0%-37.8pp |
| Annual return | 15.40% | 50.42%-35.0pp | 528.60%-513.2pp | 31.51%-16.1pp |
| Employer contribution / active EE | $313 | $436-28.2% | $932-66.4% | $2,654-88.2% |
| Participant deferral / active EE | $1,245 | $848+46.8% | $1,826-31.9% | $4,375-71.6% |
| Admin fee / account holder | $321 | $1,879-82.9% | $2,491-87.1% | $834-61.5% |