Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 37 · EIN 04-2647786 | Loan Processing | $27,612 |
OPPENHEIMER4 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $20,890 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,627 | $101,499-47.2% | $147,005-63.5% | $74,546-28.1% |
| Participation rate | 93.4% | 75.5%+17.9pp | 82.2%+11.3pp | 67.2%+26.2pp |
| Annual return | 18.84% | 8732.34%-8713.5pp | 418.76%-399.9pp | 1366.03%-1347.2pp |
| Employer contribution / active EE | $3,902 | $3,811+2.4% | $4,934-20.9% | $2,624+48.7% |
| Participant deferral / active EE | $9,613 | $7,304+31.6% | $8,070+19.1% | $4,347+121.1% |
| Admin fee / account holder | $289 | $1,748-83.5% | $13,006-97.8% | $1,944-85.2% |