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 | $109,158 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO INC Service code 99 · EIN 13-5657518 | Other Fees | $67,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,241 | $45,000-23.9% | $143,757-76.2% | $77,904-56.0% |
| Participation rate | 91.7% | 66.8%+24.9pp | 80.3%+11.4pp | 73.7%+18.1pp |
| Annual return | -15.45% | 29.03%-44.5pp | -0.04%-15.4pp | 12.21%-27.7pp |
| Employer contribution / active EE | $2,573 | $1,870+37.6% | $4,951-48.0% | $2,848-9.7% |
| Participant deferral / active EE | $4,116 | $3,157+30.4% | $5,637-27.0% | $4,806-14.4% |
| Admin fee / account holder | $73 | $98-26.2% | $14,673-99.5% | $133-45.2% |