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 27 · EIN 13-5657518 | Advisory (Plan) | $30,910 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,485 | $47,126+19.9% | $149,673-62.3% | $74,419-24.1% |
| Participation rate | 44.8% | 63.4%-18.6pp | 78.8%-34.0pp | 70.7%-26.0pp |
| Annual return | 18.24% | 22.75%-4.5pp | 134.42%-116.2pp | 34.38%-16.1pp |
| Employer contribution / active EE | $1,843 | $1,905-3.3% | $4,818-61.8% | $2,637-30.1% |
| Participant deferral / active EE | $3,657 | $2,728+34.1% | $5,680-35.6% | $4,528-19.2% |
| Admin fee / account holder | $242 | $343-29.4% | $13,210-98.2% | $348-30.5% |