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 9-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 |
|---|---|---|
UNITED OF OMAHA2 years Service code 37 · EIN 47-0322111 | Loan Processing | $36,030 |
FRANKEL ZACHARIA LLC1 year Filed as: FRANKEL ZACHARIA, LLC Service code 10 11404 W. DODGE RD · OMAHA, NE 68154 | Accounting | $10,000 |
MORNINGSTAR1 year Service code 27 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $6,150 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,786 | $96,403-51.5% | $93,606-50.0% | $77,787-39.9% |
| Participation rate | 74.9% | 87.6%-12.7pp | 75.8%-0.9pp | 73.2%+1.7pp |
| Annual return | 14.07% | 39.36%-25.3pp | 32.76%-18.7pp | 32.57%-18.5pp |
| Employer contribution / active EE | $224 | $3,616-93.8% | $2,718-91.8% | $2,504-91.1% |
| Participant deferral / active EE | $2,569 | $5,341-51.9% | $4,069-36.9% | $3,967-35.3% |
| Admin fee / account holder | $29 | $90-67.3% | $7,888-99.6% | $100-70.8% |