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) | $35,535 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $20,455 |
HICKS PENSION SERVICES1 year Service code 15 · EIN 77-0155091 | Recordkeeping | $7,690 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,412 | $101,499+1.9% | $147,005-29.7% | $74,546+38.7% |
| Participation rate | 92.6% | 75.5%+17.0pp | 82.2%+10.4pp | 67.2%+25.4pp |
| Annual return | 16.13% | 8732.34%-8716.2pp | 418.76%-402.6pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $2,409 | $3,811-36.8% | $4,934-51.2% | $2,624-8.2% |
| Participant deferral / active EE | $10,506 | $7,304+43.8% | $8,070+30.2% | $4,347+141.7% |
| Admin fee / account holder | $432 | $1,748-75.3% | $13,006-96.7% | $1,944-77.8% |