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 | $143,406 |
OPPENHEIMER2 years Filed as: OPPENHEIMER AND COMPANY Service code 99 · EIN 13-5657518 | Other Fees | $91,222 |
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 | $29,120 | $47,456-38.6% | $172,739-83.1% | $77,787-62.6% |
| Participation rate | 74.1% | 66.3%+7.8pp | 82.6%-8.5pp | 73.2%+0.9pp |
| Annual return | 23.28% | 35.57%-12.3pp | 802.84%-779.6pp | 32.57%-9.3pp |
| Employer contribution / active EE | $1,600 | $1,574+1.6% | $5,143-68.9% | $2,504-36.1% |
| Participant deferral / active EE | $2,701 | $2,560+5.5% | $5,198-48.0% | $3,967-31.9% |
| Admin fee / account holder | $103 | $81+27.1% | $13,954-99.3% | $100+2.7% |