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 | $145,840 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $58,438 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $11,836 |
Filed as: SIDE BY SIDE FINANCIALS Service code 10 · EIN 27-3232902 | Accounting | $10,500 |
COOPER SAVAS LLC1 year Service code 10 · EIN 27-5169784 | Accounting | $7,500 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
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 | $55,440 | $104,317-46.9% | $159,436-65.2% | $86,799-36.1% |
| Participation rate | 75.5% | 77.7%-2.2pp | 82.8%-7.3pp | 72.3%+3.2pp |
| Annual return | 21.90% | 26.32%-4.4pp | 263.57%-241.7pp | 97.91%-76.0pp |
| Employer contribution / active EE | $623 | $3,451-82.0% | $4,829-87.1% | $2,405-74.1% |
| Participant deferral / active EE | $5,033 | $6,837-26.4% | $7,352-31.5% | $4,131+21.8% |
| Admin fee / account holder | $364 | $172+111.1% | $10,799-96.6% | $170+114.4% |