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 |
|---|---|---|
OPPENHEIMER6 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $23,790 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,280 |
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 | $52,922 | $61,272-13.6% | $149,673-64.6% | $71,457-25.9% |
| Participation rate | 46.7% | 62.5%-15.8pp | 78.8%-32.1pp | 67.9%-21.2pp |
| Annual return | 16.87% | 35.85%-19.0pp | 134.42%-117.5pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,046 | $2,378-56.0% | $4,818-78.3% | $2,588-59.6% |
| Participant deferral / active EE | $2,900 | $2,917-0.6% | $5,680-48.9% | $4,289-32.4% |
| Admin fee / account holder | $250 | $1,261-80.1% | $13,210-98.1% | $1,587-84.2% |