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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.
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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT6+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $23,774 |
UNITED OF OMAHA6+ years Service code 37 · EIN 47-0322111 | Loan Processing | $9,762 |
UNITED OF OMAHA6+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $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 | $44,790 | $62,132-27.9% | $185,823-75.9% | $73,488-39.1% |
| Participation rate | 96.4% | 67.8%+28.6pp | 78.0%+18.4pp | 70.7%+25.7pp |
| Annual return | 9.72% | 20.44%-10.7pp | 35.95%-26.2pp | 28.51%-18.8pp |
| Employer contribution / active EE | $1,802 | $1,681+7.2% | $4,087-55.9% | $2,270-20.6% |
| Participant deferral / active EE | $2,730 | $3,711-26.4% | $5,632-51.5% | $3,740-27.0% |
| Admin fee / account holder | $182 | $419-56.5% | $9,500-98.1% | $513-64.5% |