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 |
|---|---|---|
OPPENHEIMER5 years Filed as: OPPENHEIMER & CO INC. Service code 26 · EIN 13-5657518 85 BROAD STREET 22ND FLOOR · NEW YORK, NY 10004 | Advisory (Participants) | $37,596 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,451 | $91,407+13.2% | $135,903-23.9% | $71,457+44.8% |
| Participation rate | 82.9% | 75.7%+7.3pp | 81.9%+1.0pp | 67.9%+15.0pp |
| Annual return | 22.40% | 29.90%-7.5pp | 68.23%-45.8pp | 28.85%-6.4pp |
| Employer contribution / active EE | $607 | $3,703-83.6% | $4,856-87.5% | $2,588-76.6% |
| Participant deferral / active EE | $7,740 | $7,092+9.1% | $7,758-0.2% | $4,289+80.5% |
| Admin fee / account holder | $390 | $1,266-69.2% | $10,762-96.4% | $1,587-75.4% |