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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $6,855 |
OPPENHEIMER2 years Service code 52 · EIN 84-1073463 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,543 | $59,186+42.8% | $76,768+10.1% | $56,287+50.2% |
| Participation rate | 96.8% | 75.2%+21.6pp | 77.0%+19.8pp | 69.9%+27.0pp |
| Annual return | -3.66% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,035 | $1,759-41.2% | $2,485-58.4% | $2,111-51.0% |
| Participant deferral / active EE | $3,844 | $3,255+18.1% | $3,852-0.2% | $3,350+14.8% |
| Admin fee / account holder | $31 | $489-93.7% | $6,675-99.5% | $521-94.0% |