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 |
|---|---|---|
HW&CO.1 year Filed as: HW & CO Service code 10 · EIN 34-1663157 | Accounting | $14,600 |
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $5,343 |
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 | $19,525 | $46,732-58.2% | $156,549-87.5% | $55,167-64.6% |
| Participation rate | 60.4% | 65.8%-5.4pp | 84.0%-23.6pp | 69.0%-8.6pp |
| Annual return | 5.04% | 17.72%-12.7pp | 32.23%-27.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $678 | $2,105-67.8% | $5,501-87.7% | $1,963-65.5% |
| Participant deferral / active EE | $990 | $2,204-55.1% | $4,871-79.7% | $3,054-67.6% |
| Admin fee / account holder | $122 | $418-70.9% | $13,027-99.1% | $504-75.9% |