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 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 |
|---|---|---|
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $14,497 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,603 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,169 | $86,655-51.3% | $119,609-64.7% | $66,914-37.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -16.51% | -8.00%-8.5pp | -14.97%-1.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,516 | $2,536-40.2% | $4,232-64.2% | $2,544-40.4% |
| Participant deferral / active EE | $3,028 | $4,358-30.5% | $5,602-46.0% | $4,237-28.5% |
| Admin fee / account holder | $99 | $755-86.8% | $10,323-99.0% | $593-83.2% |