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 15 · EIN 35-0145825 | Recordkeeping | $33,958 |
OPPENHEIMER1 year Filed as: OPPENHEIMER AND CO Service code 16 · EIN 13-5657518 | Consulting | $16,946 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,746 | $79,013-34.5% | $100,391-48.5% | $74,495-30.5% |
| Participation rate | 50.3% | 79.5%-29.2pp | 81.5%-31.2pp | 67.2%-16.9pp |
| Annual return | 14.47% | 20.41%-5.9pp | 49.20%-34.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,281 | $3,021-57.6% | $3,942-67.5% | $2,623-51.1% |
| Participant deferral / active EE | $2,367 | $7,760-69.5% | $8,082-70.7% | $4,346-45.5% |
| Admin fee / account holder | $10 | $1,320-99.3% | $7,899-99.9% | $1,942-99.5% |