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 |
|---|---|---|
Service code 12 · EIN 83-3455979 | Plan Administrator; Distribution (12b... | $40,080 |
UNITED OF OMAHA11+ years Service code 37 · EIN 47-0322111 | Loan Processing | $32,148 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $7,586 |
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 | $74,684 | $132,049-43.4% | $200,582-62.8% | $74,304+0.5% |
| Participation rate | 95.3% | 84.1%+11.2pp | 86.9%+8.4pp | 60.3%+35.0pp |
| Annual return | 16.36% | 22.22%-5.9pp | 42.33%-26.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $3,583 | $4,558-21.4% | $6,419-44.2% | $2,241+59.9% |
| Participant deferral / active EE | $6,452 | $7,213-10.5% | $9,331-30.9% | $3,767+71.3% |
| Admin fee / account holder | $407 | $2,405-83.1% | $16,305-97.5% | $2,969-86.3% |