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 7-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 | $55,751 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 | Advisory (Plan) | $21,929 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENMT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $11,775 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 | Contract Administrator | $2,294 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $0 |
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 | $24,978 | $49,915-50.0% | $154,803-83.9% | $74,304-66.4% |
| Participation rate | 95.6% | 54.0%+41.6pp | 78.1%+17.5pp | 60.3%+35.2pp |
| Annual return | 34.52% | 34.06%+0.5pp | 58.88%-24.4pp | 29.43%+5.1pp |
| Employer contribution / active EE | $647 | $1,611-59.8% | $4,305-85.0% | $2,241-71.1% |
| Participant deferral / active EE | $5,081 | $2,255+125.4% | $5,540-8.3% | $3,767+34.9% |
| Admin fee / account holder | $274 | $2,189-87.5% | $14,329-98.1% | $2,969-90.8% |