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 |
|---|---|---|
OPPENHEIMER3 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $26,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,084 | $98,727-11.8% | $113,168-23.0% | $85,563+1.8% |
| Participation rate | 80.4% | 80.8%-0.4pp | 76.6%+3.8pp | 66.0%+14.4pp |
| Annual return | 18.96% | 17.43%+1.5pp | 24.27%-5.3pp | 31.51%-12.6pp |
| Employer contribution / active EE | $4,680 | $2,907+61.0% | $2,975+57.3% | $2,654+76.4% |
| Participant deferral / active EE | $8,802 | $5,424+62.3% | $5,107+72.4% | $4,375+101.2% |
| Admin fee / account holder | $171 | $357-52.1% | $12,068-98.6% | $834-79.5% |