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 9-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 64 · EIN 71-0294708 | Recordkeeping Fees | $236,992 |
OPPENHEIMER1 year Filed as: OPPENHEIMER AND COMPANY Service code 99 · EIN 13-5657518 | Other Fees | $69,857 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,967 | $45,382-40.6% | $154,107-82.5% | $75,289-64.2% |
| Participation rate | 80.8% | 65.9%+14.9pp | 83.0%-2.3pp | 72.4%+8.4pp |
| Annual return | 17.64% | -0.47%+18.1pp | 735.12%-717.5pp | -0.04%+17.7pp |
| Employer contribution / active EE | $1,688 | $1,533+10.1% | $5,298-68.1% | $2,405-29.8% |
| Participant deferral / active EE | $2,891 | $2,384+21.3% | $5,081-43.1% | $3,739-22.7% |
| Admin fee / account holder | $103 | $89+15.3% | $13,411-99.2% | $102+0.6% |