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 |
|---|---|---|
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $19,054 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $7,335 |
UNITED OF OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $3,850 |
UNITED OF OMAHA3+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,434 | $89,739-53.8% | $149,718-72.3% | $62,292-33.5% |
| Participation rate | 90.0% | 85.1%+4.9pp | 87.1%+2.9pp | 69.5%+20.5pp |
| Annual return | 17.65% | 21.01%-3.4pp | 1501.63%-1484.0pp | 28.90%-11.2pp |
| Employer contribution / active EE | $2,472 | $3,233-23.5% | $5,445-54.6% | $2,042+21.1% |
| Participant deferral / active EE | $4,117 | $4,797-14.2% | $6,569-37.3% | $3,169+29.9% |
| Admin fee / account holder | $177 | $551-67.9% | $11,283-98.4% | $479-63.1% |