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 | $151,562 |
OPPENHEIMER3 years Filed as: OPPENHEIMER AND COMPANY Service code 99 · EIN 13-5657518 | Other Fees | $109,040 |
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 | $31,494 | $56,095-43.9% | $178,490-82.4% | $90,288-65.1% |
| Participation rate | 90.1% | 65.6%+24.5pp | 81.9%+8.2pp | 73.4%+16.7pp |
| Annual return | 15.68% | 28.81%-13.1pp | 151.07%-135.4pp | 53.97%-38.3pp |
| Employer contribution / active EE | $2,154 | $1,572+37.0% | $5,011-57.0% | $2,524-14.7% |
| Participant deferral / active EE | $3,553 | $2,669+33.1% | $5,202-31.7% | $4,232-16.1% |
| Admin fee / account holder | $95 | $101-5.3% | $13,984-99.3% | $114-16.5% |