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 |
|---|---|---|
OPPENHEIMER10+ years Filed as: OPPENHEIMER & CO. Service code 19 · EIN 13-2798343 | Securities Custodian | $129,007 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $108,875 | $78,485+38.7% | $106,213+2.5% | $74,495+46.2% |
| Participation rate | 98.4% | 72.8%+25.5pp | 75.3%+23.1pp | 67.2%+31.2pp |
| Annual return | 9.83% | 15.95%-6.1pp | 116.14%-106.3pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $5,232 | $2,523+107.4% | $3,171+65.0% | $2,623+99.5% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $872 | $2,232-60.9% | $11,033-92.1% | $1,942-55.1% |