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 |
|---|---|---|
OPPENHEIMER4 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $24,527 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,953 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,516 | $61,156-28.8% | $185,823-76.6% | $79,386-45.2% |
| Participation rate | 51.8% | 66.6%-14.8pp | 81.7%-29.9pp | 70.7%-18.9pp |
| Annual return | 12.68% | 19.45%-6.8pp | 122.05%-109.4pp | 116.85%-104.2pp |
| Employer contribution / active EE | $966 | $2,321-58.4% | $5,167-81.3% | $2,427-60.2% |
| Participant deferral / active EE | $2,887 | $2,789+3.5% | $5,568-48.1% | $4,046-28.6% |
| Admin fee / account holder | $226 | $710-68.1% | $16,237-98.6% | $626-63.9% |