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 |
|---|---|---|
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO. INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $38,712 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $114,286 | $56,503+102.3% | $70,092+63.1% | $64,808+76.3% |
| Participation rate | 45.1% | 70.5%-25.4pp | 70.5%-25.4pp | 71.5%-26.4pp |
| Annual return | -16.94% | -13.44%-3.5pp | 190.73%-207.7pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,259 | $2,046-38.5% | $2,559-50.8% | $2,506-49.7% |
| Participant deferral / active EE | $2,344 | $3,389-30.8% | $3,849-39.1% | $4,310-45.6% |
| Admin fee / account holder | -$15 | $160-109.1% | $6,267-100.2% | $188-107.7% |