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 9-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 · EIN 13-5657518 | Recordkeeping | $27,183 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,874 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,328 | $105,181-13.2% | $159,436-42.7% | $85,850+6.4% |
| Participation rate | 63.0% | 75.8%-12.7pp | 82.8%-19.8pp | 69.3%-6.3pp |
| Annual return | 13.99% | 45.07%-31.1pp | 263.57%-249.6pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,689 | $3,318-49.1% | $4,829-65.0% | $2,565-34.2% |
| Participant deferral / active EE | $4,883 | $5,945-17.9% | $7,352-33.6% | $3,952+23.6% |
| Admin fee / account holder | $370 | $6,933-94.7% | $10,799-96.6% | $6,260-94.1% |