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 | Contract Administrator; Distribution ... | $40,080 |
UNITED OF OMAHA11+ years Service code 37 · EIN 47-0322111 | Loan Processing | $32,148 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP 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 | $128,603-41.9% | $197,124-62.1% | $67,986+9.9% |
| Participation rate | 95.3% | 81.7%+13.6pp | 86.7%+8.6pp | 57.2%+38.1pp |
| Annual return | 16.36% | 23.77%-7.4pp | 44.34%-28.0pp | 31.67%-15.3pp |
| Employer contribution / active EE | $3,583 | $4,379-18.2% | $6,227-42.5% | $2,019+77.5% |
| Participant deferral / active EE | $6,452 | $6,840-5.7% | $9,135-29.4% | $3,358+92.1% |
| Admin fee / account holder | $407 | $3,035-86.6% | $16,298-97.5% | $3,203-87.3% |