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, LLC2 years Service code 37 · EIN 45-4211533 | Loan Processing | $99,569 |
FIRST NATIONAL BANK OF OMAHA4+ years Filed as: FIRST NATIONAL BANK Service code 27 · EIN 20-0433578 | Advisory (Plan) | $73,255 |
HOBE & LUCAS, CPA'S1 year Service code 10 · EIN 31-1488076 | Accounting | $41,312 |
MCDONALD HOPKINS, LLC1 year Filed as: MCDONALD HOPKINS Service code 29 · EIN 34-1059058 | Legal | $5,829 |
SOMERS AGENCY3+ years Service code 22 · EIN 45-4747357 | Insurance Broker | $5,385 |
ETC BROKERAGE SERVICES, LLC4+ 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 | $76,837 | $75,388+1.9% | $123,544-37.8% | $55,725+37.9% |
| Participation rate | 84.9% | 75.7%+9.3pp | 82.3%+2.6pp | 70.9%+14.1pp |
| Annual return | -12.70% | 4.48%-17.2pp | 119.20%-131.9pp | 244.93%-257.6pp |
| Employer contribution / active EE | $1,717 | $3,063-43.9% | $4,628-62.9% | $2,078-17.4% |
| Participant deferral / active EE | $2,889 | $5,651-48.9% | $6,426-55.0% | $3,356-13.9% |
| Admin fee / account holder | $255 | $120+113.0% | $9,284-97.3% | $115+121.5% |