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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,273 |
OPPENHEIMER3 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $16,001 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,664 | $82,978-35.3% | $129,995-58.7% | $71,457-24.9% |
| Participation rate | 78.0% | 74.1%+4.0pp | 78.5%-0.4pp | 67.9%+10.1pp |
| Annual return | 19.06% | 20.60%-1.5pp | -137.18%+156.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,680 | $2,622-35.9% | $4,320-61.1% | $2,588-35.1% |
| Participant deferral / active EE | $3,241 | $4,432-26.9% | $5,820-44.3% | $4,289-24.4% |
| Admin fee / account holder | $205 | $1,729-88.2% | $10,614-98.1% | $1,587-87.1% |