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) | $22,871 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,846 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,325 | $101,317-37.5% | $146,958-56.9% | $74,495-15.0% |
| Participation rate | 87.7% | 75.5%+12.2pp | 82.2%+5.6pp | 67.2%+20.5pp |
| Annual return | 15.21% | 8730.91%-8715.7pp | 418.34%-403.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,948 | $3,810-22.6% | $4,933-40.2% | $2,623+12.4% |
| Participant deferral / active EE | $9,531 | $7,303+30.5% | $8,070+18.1% | $4,346+119.3% |
| Admin fee / account holder | $313 | $1,739-82.0% | $12,998-97.6% | $1,942-83.9% |