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 | $177,450 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $82,445 |
ORENDA RETIREMENT, LLC6 years Service code 13 · EIN 36-4877979 | Contract Administrator | $22,284 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $85,612 | $106,028-19.3% | $146,958-41.7% | $77,643+10.3% |
| Participation rate | 88.6% | 78.4%+10.3pp | 82.2%+6.5pp | 70.6%+18.1pp |
| Annual return | 15.70% | 56.73%-41.0pp | 418.34%-402.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $5,844 | $4,063+43.8% | $4,933+18.5% | $2,726+114.4% |
| Participant deferral / active EE | $8,979 | $7,990+12.4% | $8,070+11.3% | $4,647+93.2% |
| Admin fee / account holder | $534 | $337+58.3% | $12,998-95.9% | $430+24.1% |