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 |
|---|---|---|
OPPENHEIMER4 years Filed as: OPPENHEIMER & CO. INC. Service code 15 · EIN 13-5657518 | Recordkeeping | $19,564 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,396 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,758 | $63,442-23.1% | $68,791-29.1% | $66,914-27.1% |
| Participation rate | 81.0% | 60.0%+21.0pp | 69.0%+12.0pp | 69.8%+11.2pp |
| Annual return | -13.50% | -8.29%-5.2pp | -6.38%-7.1pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,540 | $1,775-13.2% | $2,655-42.0% | $2,544-39.5% |
| Participant deferral / active EE | $4,588 | $2,945+55.8% | $3,941+16.4% | $4,237+8.3% |
| Admin fee / account holder | $162 | $577-71.9% | $4,932-96.7% | $593-72.7% |