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 | $131,627 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $41,188 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $16,968 |
SAN LUIS WEALTH ADVISORS1 year Service code 27 · EIN 85-1106436 | Advisory (Plan) | $13,556 |
ORENDA RETIREMENT, LLC3 years Filed as: ORENDA RETIREMENT LLC Service code 13 | Contract Administrator | $4,167 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,240 | $82,202-37.7% | $125,339-59.1% | $64,808-20.9% |
| Participation rate | 79.1% | 77.9%+1.2pp | 82.4%-3.3pp | 71.5%+7.6pp |
| Annual return | -15.23% | 3.48%-18.7pp | 572.05%-587.3pp | 32.82%-48.0pp |
| Employer contribution / active EE | $810 | $3,615-77.6% | $4,814-83.2% | $2,506-67.7% |
| Participant deferral / active EE | $4,990 | $7,175-30.5% | $7,446-33.0% | $4,310+15.8% |
| Admin fee / account holder | $356 | $163+117.9% | $10,010-96.4% | $188+89.4% |