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 | $17,051 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,138 |
Service code 15 · EIN 65-0809907 | Recordkeeping | $6,000 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,191 | $98,750-58.3% | $149,696-72.5% | $79,858-48.4% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.5%+7.0pp | 69.6%+19.8pp |
| Annual return | 21.36% | 27.43%-6.1pp | 276.60%-255.2pp | 31.71%-10.4pp |
| Employer contribution / active EE | $175 | $3,216-94.6% | $4,644-96.2% | $2,471-92.9% |
| Participant deferral / active EE | $2,393 | $5,680-57.9% | $6,842-65.0% | $3,740-36.0% |
| Admin fee / account holder | $266 | $6,053-95.6% | $9,309-97.1% | $5,306-95.0% |