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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,732 |
OPPENHEIMER7 years Filed as: OPPENHEIMER & CO. INC. Service code 15 · EIN 13-5657518 | Recordkeeping | $25,705 |
Service code 15 · EIN 43-0831507 | Recordkeeping | $11,700 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,741 | $59,097+6.2% | $82,389-23.8% | $74,304-15.6% |
| Participation rate | 86.6% | 52.8%+33.8pp | 69.5%+17.0pp | 60.3%+26.2pp |
| Annual return | 11.94% | 22.85%-10.9pp | 28.67%-16.7pp | 29.43%-17.5pp |
| Employer contribution / active EE | $1,840 | $1,601+15.0% | $2,517-26.9% | $2,241-17.9% |
| Participant deferral / active EE | $4,675 | $2,775+68.5% | $4,155+12.5% | $3,767+24.1% |
| Admin fee / account holder | $283 | $4,489-93.7% | $7,231-96.1% | $2,969-90.5% |