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 |
|---|---|---|
OPPENHEIMER10+ years Filed as: OPPENHEIMER & CO Service code 27 · EIN 13-5657518 | Advisory (Plan) | $79,823 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,422 |
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 | $82,433 | $119,446-31.0% | $150,045-45.1% | $85,563-3.7% |
| Participation rate | 83.4% | 75.4%+8.0pp | 82.3%+1.1pp | 66.0%+17.4pp |
| Annual return | 24.27% | 23.72%+0.6pp | 62.55%-38.3pp | 31.51%-7.2pp |
| Employer contribution / active EE | $2,449 | $4,078-39.9% | $4,693-47.8% | $2,654-7.7% |
| Participant deferral / active EE | $14,721 | $7,985+84.4% | $7,997+84.1% | $4,375+236.5% |
| Admin fee / account holder | $181 | $548-66.9% | $13,435-98.7% | $834-78.3% |