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 | $146,186 |
SAN LUIS WEALTH ADVISORS2 years Service code 27 · EIN 85-1106436 | Advisory (Plan) | $58,101 |
ORENDA RETIREMENT, LLC2 years Service code 13 · EIN 36-4877979 | Contract Administrator | $12,782 |
ORENDA RETIREMENT, LLC4 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $10,149 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVSIROS LLC Service code 27 | 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 | $65,199 | $95,274-31.6% | $135,903-52.0% | $74,419-12.4% |
| Participation rate | 78.7% | 78.2%+0.5pp | 81.9%-3.2pp | 70.7%+8.0pp |
| Annual return | 17.48% | 32.77%-15.3pp | 68.23%-50.7pp | 34.38%-16.9pp |
| Employer contribution / active EE | $849 | $3,874-78.1% | $4,856-82.5% | $2,637-67.8% |
| Participant deferral / active EE | $5,377 | $7,782-30.9% | $7,758-30.7% | $4,528+18.8% |
| Admin fee / account holder | $381 | $266+43.2% | $10,762-96.5% | $348+9.6% |