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) | $56,243 |
JONES & MALHOTRA1 year Service code 10 · EIN 95-4668647 | Accounting | $11,481 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,344 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,294 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,727 | $89,808-14.6% | $100,391-23.6% | $77,643-1.2% |
| Participation rate | 73.5% | 81.2%-7.7pp | 81.5%-8.0pp | 70.6%+2.9pp |
| Annual return | 16.78% | 20.62%-3.8pp | 49.20%-32.4pp | 31.24%-14.5pp |
| Employer contribution / active EE | $5,266 | $3,039+73.3% | $3,942+33.6% | $2,726+93.2% |
| Participant deferral / active EE | $10,004 | $8,284+20.8% | $8,082+23.8% | $4,647+115.3% |
| Admin fee / account holder | $210 | $174+20.5% | $7,899-97.3% | $430-51.2% |