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 |
|---|---|---|
OPPENHEIMER5 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $24,329 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,141 | $65,061-38.3% | $143,757-72.1% | $66,914-40.0% |
| Participation rate | 45.5% | 65.2%-19.6pp | 80.3%-34.8pp | 69.8%-24.3pp |
| Annual return | -17.08% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,060 | $2,361-55.1% | $4,951-78.6% | $2,544-58.3% |
| Participant deferral / active EE | $2,882 | $2,919-1.3% | $5,637-48.9% | $4,237-32.0% |
| Admin fee / account holder | $237 | $502-52.7% | $14,673-98.4% | $593-60.0% |