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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,842 |
OPPENHEIMER5+ years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $9,223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,359 | $52,293-64.9% | $178,490-89.7% | $73,409-75.0% |
| Participation rate | 49.4% | 65.3%-15.9pp | 81.9%-32.5pp | 72.2%-22.8pp |
| Annual return | 9.08% | 34.75%-25.7pp | 151.07%-142.0pp | 59.29%-50.2pp |
| Employer contribution / active EE | $1,000 | $1,735-42.4% | $5,011-80.0% | $2,234-55.2% |
| Participant deferral / active EE | $721 | $2,332-69.1% | $5,202-86.1% | $3,805-81.0% |
| Admin fee / account holder | $138 | $127+8.0% | $13,984-99.0% | $158-12.9% |