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 |
|---|---|---|
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $11,974 |
Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 27 · EIN 25-1443041 | Advisory (Plan) | $5,571 |
UNITED OF OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,725 |
UNITED OF OMAHA3+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,020 | $74,552-43.6% | $62,995-33.3% | $69,631-39.7% |
| Participation rate | 55.4% | 78.3%-22.9pp | 74.8%-19.4pp | 70.7%-15.3pp |
| Annual return | 29.74% | 15.77%+14.0pp | 87.57%-57.8pp | 27571.02%-27541.3pp |
| Employer contribution / active EE | $2,517 | $2,929-14.1% | $2,759-8.8% | $2,032+23.9% |
| Participant deferral / active EE | $3,175 | $2,974+6.8% | $3,329-4.6% | $3,224-1.5% |
| Admin fee / account holder | $91 | $59+53.7% | $3,600-97.5% | $110-17.3% |