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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO INC Service code 27 125 BROAD ST 13TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $24,083 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,416 | $62,324-49.6% | $68,509-54.1% | $55,191-43.1% |
| Participation rate | 86.5% | 78.9%+7.6pp | 74.7%+11.7pp | 69.2%+17.3pp |
| Annual return | 0.69% | 4.26%-3.6pp | 8.27%-7.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $333 | $2,223-85.0% | $2,278-85.4% | $1,899-82.4% |
| Participant deferral / active EE | $1,942 | $3,425-43.3% | $3,382-42.6% | $3,046-36.3% |
| Admin fee / account holder | $0 | $91-100.0% | $5,275-100.0% | $91-100.0% |