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 |
|---|---|---|
OPPENHEIMER6 years Filed as: OPPENHEIMER & CO INC. Service code 26 · EIN 13-5657518 85 BROAD STREET 22ND FLOOR · NEW YORK, NY 10004 | Advisory (Participants) | $0 |
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 | $115,665 | $101,317+14.2% | $146,958-21.3% | $74,495+55.3% |
| Participation rate | 85.4% | 75.5%+9.9pp | 82.2%+3.2pp | 67.2%+18.2pp |
| Annual return | 19.15% | 8730.91%-8711.8pp | 418.34%-399.2pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $617 | $3,810-83.8% | $4,933-87.5% | $2,623-76.5% |
| Participant deferral / active EE | $8,605 | $7,303+17.8% | $8,070+6.6% | $4,346+98.0% |
| Admin fee / account holder | $458 | $1,739-73.6% | $12,998-96.5% | $1,942-76.4% |