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 | $42,726 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $2,325 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,826 | $84,487-41.0% | $125,339-60.2% | $66,914-25.5% |
| Participation rate | 76.9% | 76.4%+0.5pp | 82.4%-5.5pp | 69.8%+7.1pp |
| Annual return | -13.51% | -8.39%-5.1pp | 572.05%-585.6pp | 1.58%-15.1pp |
| Employer contribution / active EE | $4,232 | $3,553+19.1% | $4,814-12.1% | $2,544+66.3% |
| Participant deferral / active EE | $7,690 | $6,781+13.4% | $7,446+3.3% | $4,237+81.5% |
| Admin fee / account holder | $291 | $685-57.6% | $10,010-97.1% | $593-51.0% |