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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER3 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $31,201 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,342 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,100 |
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 | $153,853 | $73,638+108.9% | $95,952+60.3% | $73,488+109.4% |
| Participation rate | 78.4% | 76.2%+2.3pp | 77.1%+1.4pp | 70.7%+7.8pp |
| Annual return | 10.56% | 16.78%-6.2pp | 91.61%-81.1pp | 28.51%-18.0pp |
| Employer contribution / active EE | $2,581 | $1,863+38.5% | $2,541+1.6% | $2,270+13.7% |
| Participant deferral / active EE | $6,018 | $3,617+66.4% | $4,167+44.4% | $3,740+60.9% |
| Admin fee / account holder | $351 | $482-27.3% | $6,795-94.8% | $513-31.7% |