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 MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $16,985 |
UNITED OF OMAHA1+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $6,799 |
UNITED OF OMAHA1+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,288 | $44,229-58.7% | $155,790-88.3% | $55,191-66.9% |
| Participation rate | 61.3% | 60.8%+0.5pp | 76.1%-14.8pp | 69.2%-7.9pp |
| Annual return | -1.48% | 0.37%-1.8pp | 71.54%-73.0pp | 10.78%-12.3pp |
| Employer contribution / active EE | $0 | $1,317-100.0% | $3,836-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,294 | $2,851+50.6% | $4,797-10.5% | $3,046+41.0% |
| Admin fee / account holder | $39 | $86-54.8% | $7,478-99.5% | $91-57.0% |