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 |
|---|---|---|
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Participant loan processing; Sub-tran... | $8,441 |
UNITED OF OMAHA1 year Filed as: MUTUAL OF OMAHA INVESTOR SERVICES, Service code 27 3300 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Advisory (Plan) | $6,991 |
UNITED OF OMAHA3 years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,364 | $78,485-28.2% | $106,213-46.9% | $74,495-24.3% |
| Participation rate | 90.2% | 72.8%+17.3pp | 75.3%+14.9pp | 67.2%+23.0pp |
| Annual return | 24.68% | 15.95%+8.7pp | 116.14%-91.5pp | 1364.94%-1340.3pp |
| Employer contribution / active EE | $2,380 | $2,523-5.6% | $3,171-24.9% | $2,623-9.3% |
| Participant deferral / active EE | $4,377 | $4,322+1.3% | $5,016-12.7% | $4,346+0.7% |
| Admin fee / account holder | $127 | $2,232-94.3% | $11,033-98.9% | $1,942-93.5% |