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 |
|---|---|---|
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO. INC. Service code 15 · EIN 13-5657518 | Recordkeeping | $15,112 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,291 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $53,818 | $55,636-3.3% | $81,983-34.4% | $73,488-26.8% |
| Participation rate | 75.1% | 62.3%+12.8pp | 69.2%+5.9pp | 70.7%+4.5pp |
| Annual return | 15.50% | 19.07%-3.6pp | 41.31%-25.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,169 | $1,625-28.0% | $2,498-53.2% | $2,270-48.5% |
| Participant deferral / active EE | $3,115 | $2,762+12.8% | $3,722-16.3% | $3,740-16.7% |
| Admin fee / account holder | $123 | $493-75.1% | $5,664-97.8% | $513-76.0% |