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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,871 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO INC Service code 27 85 BROAD ST · NEW YORK, NY 10004 | Advisory (Plan) | $26,688 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,192 | $86,225-48.7% | $146,665-69.9% | $86,799-49.1% |
| Participation rate | 95.0% | 78.0%+17.0pp | 80.1%+14.9pp | 72.3%+22.7pp |
| Annual return | 16.81% | 31.23%-14.4pp | 22.74%-5.9pp | 97.91%-81.1pp |
| Employer contribution / active EE | $826 | $2,392-65.5% | $4,136-80.0% | $2,405-65.6% |
| Participant deferral / active EE | $2,085 | $4,245-50.9% | $5,506-62.1% | $4,131-49.5% |
| Admin fee / account holder | $110 | $195-43.6% | $10,280-98.9% | $170-35.1% |