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 |
|---|---|---|
OPPENHEIMER4 years Filed as: OPPENHEIMER & CO INC. Service code 26 · EIN 13-5657518 85 BROAD STREET 22ND FLOOR · NEW YORK, NY 10004 | Advisory (Participants) | $36,469 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,831 | $84,487+6.3% | $125,339-28.3% | $66,914+34.2% |
| Participation rate | 79.3% | 76.4%+2.9pp | 82.4%-3.0pp | 69.8%+9.5pp |
| Annual return | -19.26% | -8.39%-10.9pp | 572.05%-591.3pp | 1.58%-20.8pp |
| Employer contribution / active EE | $599 | $3,553-83.1% | $4,814-87.6% | $2,544-76.5% |
| Participant deferral / active EE | $7,084 | $6,781+4.5% | $7,446-4.9% | $4,237+67.2% |
| Admin fee / account holder | $416 | $685-39.3% | $10,010-95.8% | $593-29.9% |