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 | $178,227 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO. INC. Service code 99 · EIN 13-5657518 | Other Fees | $123,935 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,486 | $67,512-43.0% | $185,823-79.3% | $93,030-58.6% |
| Participation rate | 90.2% | 67.1%+23.0pp | 81.7%+8.5pp | 73.9%+16.3pp |
| Annual return | 14.72% | 21.04%-6.3pp | 122.05%-107.3pp | 158.70%-144.0pp |
| Employer contribution / active EE | $2,248 | $1,783+26.1% | $5,167-56.5% | $2,706-16.9% |
| Participant deferral / active EE | $3,577 | $3,035+17.9% | $5,568-35.7% | $4,562-21.6% |
| Admin fee / account holder | $118 | $318-63.0% | $16,237-99.3% | $152-22.5% |