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 |
|---|---|---|
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $25,175 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,059 |
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 | $68,467 | $88,982-23.1% | $102,438-33.2% | $77,671-11.9% |
| Participation rate | 79.1% | 80.9%-1.9pp | 76.5%+2.6pp | 70.6%+8.5pp |
| Annual return | 16.09% | 25.01%-8.9pp | 29.37%-13.3pp | 31.21%-15.1pp |
| Employer contribution / active EE | $4,219 | $2,698+56.4% | $3,024+39.5% | $2,726+54.8% |
| Participant deferral / active EE | $9,347 | $5,144+81.7% | $5,054+85.0% | $4,648+101.1% |
| Admin fee / account holder | $155 | $236-34.2% | $9,448-98.4% | $430-64.0% |