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 |
|---|---|---|
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO., INC. Service code 27 85 BRD STREET · NEW YORK, NY 10004 | Advisory (Plan) | $16,602 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $13,515 |
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 | $81,068 | $80,717+0.4% | $154,803-47.6% | $84,808-4.4% |
| Participation rate | 85.6% | 66.8%+18.7pp | 78.1%+7.5pp | 68.3%+17.2pp |
| Annual return | 12.34% | 37.96%-25.6pp | 58.88%-46.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,707 | $2,761-2.0% | $4,305-37.1% | $2,631+2.9% |
| Participant deferral / active EE | $5,099 | $3,303+54.4% | $5,540-8.0% | $4,212+21.1% |
| Admin fee / account holder | $237 | $6,746-96.5% | $14,329-98.3% | $7,344-96.8% |