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 |
|---|---|---|
OPPENHEIMER6 years Filed as: OPPENHEIMER & CO. INC. Service code 15 · EIN 13-5657518 | Recordkeeping | $47,632 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,537 |
Service code 15 · EIN 43-0831507 | Recordkeeping | $10,800 |
Annual investment return 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 | $53,216 | $54,517-2.4% | $75,972-30.0% | $74,495-28.6% |
| Participation rate | 88.8% | 60.3%+28.5pp | 69.1%+19.7pp | 67.2%+21.6pp |
| Annual return | 10.65% | 31.82%-21.2pp | 359.55%-348.9pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,961 | $1,777+10.3% | $2,685-27.0% | $2,623-25.2% |
| Participant deferral / active EE | $4,819 | $3,066+57.2% | $4,255+13.2% | $4,346+10.9% |
| Admin fee / account holder | $291 | $2,229-86.9% | $6,467-95.5% | $1,942-85.0% |