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 | $164,924 |
ORENDA RETIREMENT, LLC5 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $66,452 |
SAN LUIS WEALTH ADVISORS3 years Service code 27 · EIN 85-1106436 | Advisory (Plan) | $57,684 |
Filed as: SAN LUIS WEALTH ADVSIORS Service code 27 | Advisory (Plan) | $13,475 |
Filed as: WILSHIRE ADVISORS LLC 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,373 | $106,028-27.0% | $146,958-47.4% | $77,643-0.3% |
| Participation rate | 75.7% | 78.4%-2.7pp | 82.2%-6.5pp | 70.6%+5.1pp |
| Annual return | 12.13% | 56.73%-44.6pp | 418.34%-406.2pp | 31.24%-19.1pp |
| Employer contribution / active EE | $669 | $4,063-83.5% | $4,933-86.4% | $2,726-75.5% |
| Participant deferral / active EE | $5,038 | $7,990-36.9% | $8,070-37.6% | $4,647+8.4% |
| Admin fee / account holder | $532 | $337+57.5% | $12,998-95.9% | $430+23.5% |