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 |
|---|---|---|
OPPENHEIMER3 years Filed as: OPPENHEIMER & CO INC. Service code 26 · EIN 13-5657518 85 BROAD STREET 22ND FLOOR · NEW YORK, NY 10004 | Advisory (Participants) | $44,219 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,026 | $104,475+13.9% | $159,436-25.3% | $79,386+49.9% |
| Participation rate | 72.7% | 76.6%-3.9pp | 82.8%-10.1pp | 70.7%+2.0pp |
| Annual return | 14.05% | 67.95%-53.9pp | 263.57%-249.5pp | 116.85%-102.8pp |
| Employer contribution / active EE | $469 | $3,417-86.3% | $4,829-90.3% | $2,427-80.7% |
| Participant deferral / active EE | $6,096 | $6,467-5.7% | $7,352-17.1% | $4,046+50.7% |
| Admin fee / account holder | $530 | $711-25.5% | $10,799-95.1% | $626-15.5% |