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 |
|---|---|---|
OPPENHEIMER9 years Filed as: OPPENHEIMER & CO Service code 27 · EIN 13-5657518 | Advisory (Plan) | $77,383 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,847 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,708 | $101,499-32.3% | $147,005-53.3% | $74,546-7.8% |
| Participation rate | 86.4% | 75.5%+10.9pp | 82.2%+4.3pp | 67.2%+19.2pp |
| Annual return | 20.13% | 8732.34%-8712.2pp | 418.76%-398.6pp | 1366.03%-1345.9pp |
| Employer contribution / active EE | $2,623 | $3,811-31.2% | $4,934-46.8% | $2,624-0.1% |
| Participant deferral / active EE | $16,088 | $7,304+120.3% | $8,070+99.4% | $4,347+270.1% |
| Admin fee / account holder | $191 | $1,748-89.1% | $13,006-98.5% | $1,944-90.2% |