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 |
|---|---|---|
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO. INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $48,297 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$42,991 |
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 | $142,360 | $56,423+152.3% | $77,163+84.5% | $71,457+99.2% |
| Participation rate | 57.9% | 64.3%-6.4pp | 69.6%-11.7pp | 67.9%-10.0pp |
| Annual return | 18.79% | 19.05%-0.3pp | 37.87%-19.1pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,728 | $1,866-7.4% | $2,535-31.8% | $2,588-33.2% |
| Participant deferral / active EE | $3,428 | $3,142+9.1% | $3,833-10.6% | $4,289-20.1% |
| Admin fee / account holder | $30 | $1,429-97.9% | $5,472-99.4% | $1,587-98.1% |