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 INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $31,498 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $9,032 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,229 | $61,058-4.6% | $71,209-18.2% | $85,563-31.9% |
| Participation rate | 96.8% | 58.6%+38.2pp | 73.8%+23.0pp | 66.0%+30.8pp |
| Annual return | 21.03% | 100.41%-79.4pp | 282.51%-261.5pp | 31.51%-10.5pp |
| Employer contribution / active EE | $4,536 | $2,199+106.3% | $2,721+66.7% | $2,654+70.9% |
| Participant deferral / active EE | $5,654 | $3,173+78.2% | $4,175+35.4% | $4,375+29.2% |
| Admin fee / account holder | $126 | $855-85.2% | $5,349-97.6% | $834-84.9% |