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 | $34,596 |
OPPENHEIMER7+ years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $20,000 |
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.
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 | $20,960 | $46,292-54.7% | $143,757-85.4% | $64,808-67.7% |
| Participation rate | 53.5% | 64.2%-10.7pp | 80.3%-26.8pp | 71.5%-18.0pp |
| Annual return | -13.94% | -10.05%-3.9pp | -0.04%-13.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,329 | $1,910-30.4% | $4,951-73.2% | $2,506-47.0% |
| Participant deferral / active EE | $724 | $2,646-72.6% | $5,637-87.2% | $4,310-83.2% |
| Admin fee / account holder | $266 | $154+73.2% | $14,673-98.2% | $188+41.8% |