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 |
|---|---|---|
Service code 15 · EIN 46-0991242 | Recordkeeping | $5,641 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO., INC. Service code 22 · EIN 13-2886227 | Insurance Broker | $1,823 |
THE RYDING COMPANY1 year Service code 15 · EIN 95-3497679 | Recordkeeping | $525 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $130 |
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 | $48,566 | $80,753-39.9% | $136,294-64.4% | $62,292-22.0% |
| Participation rate | 92.8% | 73.5%+19.3pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 18.11% | 35.83%-17.7pp | 5155.94%-5137.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $2,369 | $2,884-17.8% | $4,695-49.5% | $2,042+16.0% |
| Participant deferral / active EE | $5,912 | $5,164+14.5% | $6,247-5.4% | $3,169+86.5% |
| Admin fee / account holder | $123 | $525-76.5% | $9,243-98.7% | $479-74.2% |