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+ years Filed as: OPPENHEIMER & CO. Service code 19 · EIN 13-2798343 | Securities Custodian | $121,862 |
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 | $78,571 | $53,412+47.1% | $68,509+14.7% | $52,331+50.1% |
| Participation rate | 95.7% | 71.7%+24.0pp | 74.7%+21.0pp | 68.1%+27.6pp |
| Annual return | -1.77% | 3.42%-5.2pp | 8.27%-10.0pp | 4.54%-6.3pp |
| Employer contribution / active EE | $4,246 | $1,607+164.2% | $2,278+86.4% | $1,882+125.7% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $762 | $461+65.3% | $5,275-85.6% | $592+28.7% |