See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,202 |
OPPENHEIMER6+ years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $16,167 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,045 | $56,485-59.2% | $185,823-87.6% | $86,799-73.5% |
| Participation rate | 46.8% | 65.5%-18.7pp | 81.7%-34.9pp | 72.3%-25.5pp |
| Annual return | 22.24% | 118.04%-95.8pp | 122.05%-99.8pp | 97.91%-75.7pp |
| Employer contribution / active EE | $1,049 | $1,843-43.1% | $5,167-79.7% | $2,405-56.4% |
| Participant deferral / active EE | $661 | $2,553-74.1% | $5,568-88.1% | $4,131-84.0% |
| Admin fee / account holder | $214 | $150+43.3% | $16,237-98.7% | $170+26.4% |