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 10-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 |
|---|---|---|
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO. INC. Service code 15 · EIN 13-5657518 | Recordkeeping | $23,316 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $495 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,629 | $99,957-13.3% | $149,696-42.1% | $73,488+17.9% |
| Participation rate | 92.4% | 75.7%+16.7pp | 82.5%+9.9pp | 70.7%+21.7pp |
| Annual return | 17.59% | 53.87%-36.3pp | 276.60%-259.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $4,499 | $3,191+41.0% | $4,644-3.1% | $2,270+98.2% |
| Participant deferral / active EE | $11,084 | $6,073+82.5% | $6,842+62.0% | $3,740+196.4% |
| Admin fee / account holder | $176 | $551-68.0% | $9,309-98.1% | $513-65.6% |