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 |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA3+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $61,202 |
INVESTMENT CENTERS OF AMERICA3+ years Service code 27 · EIN 45-0389744 | Advisory (Plan) | $28,166 |
VISIONPOINT ADVISORY GROUP3+ years Service code 27 1601 WEST LAKES PARKWAY · WEST DES MOINES, IA 50266 | Advisory (Plan) | $22,023 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WYATT EARP WEALTH MANAGEMENT Service code 27 660 WESTOWN PARKWAY · W. DES MOINES, IA 50266 | Advisory (Plan) | $8,917 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $103 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $237,441 | $85,766+176.8% | $136,294+74.2% | $70,131+238.6% |
| Participation rate | 95.1% | 74.2%+21.0pp | 81.9%+13.2pp | 69.5%+25.6pp |
| Annual return | 15.11% | 31.45%-16.3pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $13,682 | $2,966+361.3% | $4,695+191.4% | $2,342+484.1% |
| Participant deferral / active EE | $6,726 | $5,051+33.2% | $6,247+7.7% | $3,332+101.9% |
| Admin fee / account holder | $1,052 | $5,420-80.6% | $9,243-88.6% | $4,645-77.4% |