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 26 · EIN 13-5657518 85 BROAD STREET 22ND FLOOR · NEW YORK, NY 10004 | Advisory (Participants) | $36,089 |
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 | $106,582 | $99,957+6.6% | $149,696-28.8% | $73,488+45.0% |
| Participation rate | 78.9% | 75.7%+3.2pp | 82.5%-3.5pp | 70.7%+8.3pp |
| Annual return | 17.92% | 53.87%-36.0pp | 276.60%-258.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $499 | $3,191-84.4% | $4,644-89.3% | $2,270-78.0% |
| Participant deferral / active EE | $6,126 | $6,073+0.9% | $6,842-10.5% | $3,740+63.8% |
| Admin fee / account holder | $421 | $551-23.5% | $9,309-95.5% | $513-17.9% |