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 | $177,574 |
MMA SECURITIES LLC3 years Service code 13 · EIN 22-3570392 | Contract Administrator | $36,500 |
ORENDA RETIREMENT, LLC3 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $10,714 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $65,100 | $42,504+53.2% | $159,960-59.3% | $77,904-16.4% |
| Participation rate | 98.9% | 66.9%+32.0pp | 78.0%+21.0pp | 73.7%+25.2pp |
| Annual return | -16.57% | -12.43%-4.1pp | 408.60%-425.2pp | 12.21%-28.8pp |
| Employer contribution / active EE | $2,367 | $1,684+40.6% | $4,226-44.0% | $2,848-16.9% |
| Participant deferral / active EE | $7,229 | $3,919+84.4% | $6,182+16.9% | $4,806+50.4% |
| Admin fee / account holder | $116 | $98+18.6% | $8,698-98.7% | $133-12.7% |