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 |
|---|---|---|
SPIRA BENEFITS, LLC1 year Service code 37 · EIN 45-4211533 | Loan Processing | $104,332 |
FIRST NATIONAL BANK OF OMAHA3+ years Filed as: FIRST NATIONAL BANK Service code 27 · EIN 20-0433578 | Advisory (Plan) | $63,571 |
SOMERS AGENCY2+ years Service code 22 · EIN 45-4747357 | Insurance Broker | $5,087 |
ETC BROKERAGE SERVICES, LLC3+ years Service code 71 · EIN 26-0181248 | Brokerage Fees | $0 |
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 | $101,284 | $155,795-35.0% | $136,294-25.7% | $69,631+45.5% |
| Participation rate | 82.3% | 75.2%+7.1pp | 81.9%+0.4pp | 70.7%+11.6pp |
| Annual return | 15.69% | 232464.33%-232448.6pp | 5155.94%-5140.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $1,674 | $2,991-44.0% | $4,695-64.3% | $2,032-17.6% |
| Participant deferral / active EE | $2,764 | $5,394-48.7% | $6,247-55.7% | $3,224-14.2% |
| Admin fee / account holder | $205 | $128+60.1% | $9,243-97.8% | $110+85.9% |