See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,066 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $24,800 |
ORENDA RETIREMENT, LLC7 years Service code 13 · EIN 36-4877979 | Contract Administrator | $21,383 |
Filed as: MERRILL LYNCH Service code 17 | Pension Consulting | $21 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,325 | $122,186-85.0% | $146,958-87.5% | $199,593-90.8% |
| Participation rate | 19.8% | 78.3%-58.5pp | 82.2%-62.4pp | 72.0%-52.2pp |
| Annual return | 14.58% | 30.56%-16.0pp | 418.34%-403.8pp | 34.25%-19.7pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $379 | $8,502-95.5% | $8,070-95.3% | $5,087-92.6% |
| Admin fee / account holder | $236 | $179+32.0% | $12,998-98.2% | $269-12.3% |