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 |
|---|---|---|
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO INC. Service code 26 · EIN 13-5657518 85 BROAD STREET 22ND FLOOR · NEW YORK, NY 10004 | Advisory (Participants) | $26,205 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,121 | $89,652-2.8% | $141,162-38.3% | $65,185+33.7% |
| Participation rate | 82.7% | 74.7%+8.0pp | 82.5%+0.2pp | 70.2%+12.5pp |
| Annual return | 30.37% | 32.79%-2.4pp | 71.39%-41.0pp | 29.38%+1.0pp |
| Employer contribution / active EE | $526 | $3,065-82.8% | $4,735-88.9% | $2,177-75.8% |
| Participant deferral / active EE | $5,934 | $5,691+4.3% | $6,709-11.6% | $3,514+68.9% |
| Admin fee / account holder | $335 | $569-41.0% | $10,261-96.7% | $847-60.4% |