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 | $129,193 |
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO INC Service code 99 · EIN 13-5657518 | Other Fees | $48,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,232 | $50,127-19.7% | $149,673-73.1% | $80,160-49.8% |
| Participation rate | 83.9% | 64.3%+19.6pp | 78.8%+5.1pp | 72.9%+10.9pp |
| Annual return | 17.24% | 29.82%-12.6pp | 134.42%-117.2pp | 40.38%-23.1pp |
| Employer contribution / active EE | $2,484 | $1,865+33.2% | $4,818-48.4% | $2,978-16.6% |
| Participant deferral / active EE | $3,819 | $3,194+19.6% | $5,680-32.8% | $5,017-23.9% |
| Admin fee / account holder | $88 | $153-42.3% | $13,210-99.3% | $145-39.2% |