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 |
|---|---|---|
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $40,150 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $67,240 | $55,415+21.3% | $155,509-56.8% | $74,495-9.7% |
| Participation rate | 43.7% | 61.9%-18.2pp | 78.2%-34.5pp | 67.2%-23.5pp |
| Annual return | 8.48% | 268.50%-260.0pp | 64.67%-56.2pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $2,841 | $2,267+25.3% | $4,672-39.2% | $2,623+8.3% |
| Participant deferral / active EE | $4,991 | $2,836+76.0% | $5,626-11.3% | $4,346+14.8% |
| Admin fee / account holder | $574 | $1,738-67.0% | $15,912-96.4% | $1,942-70.4% |