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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,190 |
ANCHOR POINT FINANCIAL1 year Service code 27 · EIN 33-1941117 | Advisory (Plan) | $10,301 |
ORENDA RETIREMENT, LLC6 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $10,097 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,668 | $109,881+14.4% | $150,045-16.2% | $84,808+48.2% |
| Participation rate | 60.0% | 76.1%-16.1pp | 82.3%-22.3pp | 68.3%-8.3pp |
| Annual return | -78.98% | 28.25%-107.2pp | 62.55%-141.5pp | 40.90%-119.9pp |
| Employer contribution / active EE | $91 | $3,561-97.5% | $4,693-98.1% | $2,631-96.6% |
| Participant deferral / active EE | $41,407 | $6,636+524.0% | $7,997+417.8% | $4,212+883.2% |
| Admin fee / account holder | $2,649 | $8,568-69.1% | $13,435-80.3% | $7,344-63.9% |