See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SPIRA BENEFITS, LLC4 years Service code 37 · EIN 45-4211533 | Loan Processing | $136,722 |
SAGA PARTNERS LLC2 years Service code 27 · EIN 27-4563652 | Advisory (Plan) | $100,000 |
FIRST NATIONAL BANK OF OMAHA6+ years Filed as: FIRST NATIONAL BANK Service code 27 · EIN 20-0433578 | Advisory (Plan) | $77,201 |
HOBE & LUCAS, CPA'S3 years Service code 10 · EIN 31-1488076 | Accounting | $16,500 |
SOMERS AGENCY5+ years Service code 22 · EIN 45-4747357 | Insurance Broker | $5,048 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,672 | $100,801+12.8% | $149,696-24.1% | $73,409+54.8% |
| Participation rate | 79.4% | 77.7%+1.7pp | 82.5%-3.0pp | 72.2%+7.3pp |
| Annual return | 39.78% | 265.34%-225.6pp | 276.60%-236.8pp | 59.29%-19.5pp |
| Employer contribution / active EE | $1,564 | $3,312-52.8% | $4,644-66.3% | $2,234-30.0% |
| Participant deferral / active EE | $2,684 | $6,404-58.1% | $6,842-60.8% | $3,805-29.5% |
| Admin fee / account holder | $353 | $181+95.0% | $9,309-96.2% | $158+123.3% |