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 |
|---|---|---|
OPPENHEIMER3+ years Filed as: OPPENHEIMER & CO. Service code 19 · EIN 13-2798343 | Securities Custodian | $127,244 |
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.
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 | $110,325 | $63,299+74.3% | $91,001+21.2% | $62,292+77.1% |
| Participation rate | 98.5% | 73.3%+25.2pp | 75.6%+22.9pp | 69.5%+29.0pp |
| Annual return | 10.86% | 20.99%-10.1pp | 4.60%+6.3pp | 28.90%-18.0pp |
| Employer contribution / active EE | $4,654 | $1,807+157.6% | $2,456+89.5% | $2,042+127.9% |
| Participant deferral / active EE | $0 | $2,943-100.0% | $3,547-100.0% | $3,169-100.0% |
| Admin fee / account holder | $909 | $468+94.3% | $5,417-83.2% | $479+89.6% |