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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,439 |
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $8,559 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,484 | $92,055-39.7% | $106,213-47.8% | $77,643-28.5% |
| Participation rate | 63.7% | 81.0%-17.4pp | 75.3%-11.6pp | 70.6%-6.9pp |
| Annual return | 10.91% | 17.91%-7.0pp | 116.14%-105.2pp | 31.24%-20.3pp |
| Employer contribution / active EE | $446 | $3,367-86.8% | $3,171-85.9% | $2,726-83.6% |
| Participant deferral / active EE | $3,643 | $5,386-32.3% | $5,016-27.4% | $4,647-21.6% |
| Admin fee / account holder | $154 | $219-29.7% | $11,033-98.6% | $430-64.2% |