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. Service code 19 · EIN 13-2798343 | Securities Custodian | $120,108 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,395 | $56,629+84.3% | $77,999+33.8% | $55,167+89.2% |
| Participation rate | 97.6% | 73.3%+24.3pp | 75.5%+22.1pp | 69.0%+28.6pp |
| Annual return | 8.30% | 2866.98%-2858.7pp | 425.96%-417.7pp | 169.23%-160.9pp |
| Employer contribution / active EE | $4,900 | $1,723+184.4% | $2,470+98.4% | $1,963+149.7% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $917 | $467+96.5% | $5,480-83.3% | $504+82.0% |