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 | $142,950 |
OPPENHEIMER3 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 | $41,079 | $53,136-22.7% | $155,509-73.6% | $199,593-79.4% |
| Participation rate | 93.0% | 64.1%+28.9pp | 78.2%+14.8pp | 72.0%+21.0pp |
| Annual return | 14.46% | 41.15%-26.7pp | 64.67%-50.2pp | 34.25%-19.8pp |
| Employer contribution / active EE | $2,797 | $1,851+51.1% | $4,672-40.1% | $3,034-7.8% |
| Participant deferral / active EE | $4,329 | $3,161+37.0% | $5,626-23.1% | $5,087-14.9% |
| Admin fee / account holder | $94 | $185-49.4% | $15,912-99.4% | $269-65.1% |