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 6-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 | $31,079 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $14,705 |
Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $8,969 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,536 | $59,417-57.0% | $93,606-72.7% | $74,495-65.7% |
| Participation rate | 93.7% | 59.7%+34.0pp | 68.7%+25.0pp | 67.2%+26.5pp |
| Annual return | 14.37% | 81.83%-67.5pp | 133.20%-118.8pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,882 | $1,264+48.9% | $2,420-22.2% | $2,623-28.2% |
| Participant deferral / active EE | $2,811 | $3,050-7.8% | $4,411-36.3% | $4,346-35.3% |
| Admin fee / account holder | $280 | $3,021-90.7% | $8,285-96.6% | $1,942-85.6% |