Filed November 7, 2025
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 | $136,529 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $32,625 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $8,462 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,007 | $56,152+53.2% | $185,823-53.7% | $73,409+17.2% |
| Participation rate | 98.4% | 67.6%+30.8pp | 78.0%+20.3pp | 72.2%+26.2pp |
| Annual return | 16.02% | 17.59%-1.6pp | 35.95%-19.9pp | 59.29%-43.3pp |
| Employer contribution / active EE | $2,548 | $1,532+66.3% | $4,087-37.7% | $2,234+14.1% |
| Participant deferral / active EE | $7,246 | $3,659+98.0% | $5,632+28.7% | $3,805+90.4% |
| Admin fee / account holder | $113 | $132-14.5% | $9,500-98.8% | $158-28.5% |