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 71 · EIN 13-5657518 | Brokerage Fees | $10,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,776 | $80,753-55.7% | $136,294-73.8% | $62,292-42.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 23.24% | 35.83%-12.6pp | 5155.94%-5132.7pp | 28.90%-5.7pp |
| Employer contribution / active EE | $2,094 | $2,884-27.4% | $4,695-55.4% | $2,042+2.5% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $53 | $525-90.0% | $9,243-99.4% | $479-89.0% |