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 |
|---|---|---|
OPPENHEIMER7 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $28,481 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,138 |
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 | $55,406 | $50,815+9.0% | $155,509-64.4% | $77,643-28.6% |
| Participation rate | 38.7% | 63.1%-24.5pp | 78.2%-39.5pp | 70.6%-31.9pp |
| Annual return | 12.17% | 34.80%-22.6pp | 64.67%-52.5pp | 31.24%-19.1pp |
| Employer contribution / active EE | $780 | $1,993-60.9% | $4,672-83.3% | $2,726-71.4% |
| Participant deferral / active EE | $2,409 | $2,822-14.6% | $5,626-57.2% | $4,647-48.2% |
| Admin fee / account holder | $286 | $437-34.5% | $15,912-98.2% | $430-33.6% |