See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO. INC. Service code 15 85 BROAD STREET, 24TH FLOOR · NEW YORK, NY 10004 | Recordkeeping | $9,159 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,813 | $46,219-59.3% | $89,391-79.0% | $90,288-79.2% |
| Participation rate | 8.4% | 44.9%-36.5pp | 68.0%-59.6pp | 73.4%-65.0pp |
| Annual return | 17.87% | 25.71%-7.8pp | 245.62%-227.7pp | 53.97%-36.1pp |
| Employer contribution / active EE | $142 | $953-85.1% | $2,586-94.5% | $2,524-94.4% |
| Participant deferral / active EE | $214 | $2,136-90.0% | $3,890-94.5% | $4,232-94.9% |
| Admin fee / account holder | $144 | $147-1.9% | $4,881-97.1% | $114+26.2% |