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) | $36,857 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$34,415 |
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 | $125,188 | $66,457+88.4% | $81,382+53.8% | $77,643+61.2% |
| Participation rate | 53.0% | 68.7%-15.7pp | 69.5%-16.5pp | 70.6%-17.5pp |
| Annual return | 13.53% | 15.93%-2.4pp | 24.73%-11.2pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,522 | $2,159-29.5% | $2,463-38.2% | $2,726-44.2% |
| Participant deferral / active EE | $3,111 | $3,679-15.4% | $3,883-19.9% | $4,647-33.1% |
| Admin fee / account holder | $13 | $583-97.8% | $5,768-99.8% | $430-97.0% |