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 OMAHA3 years Service code 15 · EIN 47-0322111 | Recordkeeping | $37,128 |
MORNINGSTAR2 years Service code 50 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Direct Payment | $6,364 |
FRANKEL ZACHARIA LLC2 years Filed as: FRANKEL ZACHARIA, LLC Service code 10 11404 W. DODGE RD · OMAHA, NE 68154 | Accounting | $5,472 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,300 | $105,190-51.2% | $98,907-48.1% | $90,288-43.2% |
| Participation rate | 76.1% | 86.4%-10.2pp | 76.0%+0.1pp | 73.4%+2.8pp |
| Annual return | 18.10% | 18.52%-0.4pp | 196.43%-178.3pp | 53.97%-35.9pp |
| Employer contribution / active EE | $206 | $3,831-94.6% | $2,689-92.3% | $2,524-91.8% |
| Participant deferral / active EE | $3,144 | $5,616-44.0% | $4,244-25.9% | $4,232-25.7% |
| Admin fee / account holder | $52 | $97-46.7% | $6,642-99.2% | $114-54.5% |