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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,869 |
UNITED OF OMAHA1 year Filed as: MUTUAL OF OMAHA INVESTOR SVCS Service code 27 3300 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Advisory (Plan) | $15,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,018 | $84,556-33.8% | $116,228-51.8% | $74,304-24.6% |
| Participation rate | 68.9% | 66.0%+2.9pp | 74.6%-5.6pp | 60.3%+8.6pp |
| Annual return | 13.47% | 18.35%-4.9pp | 90.06%-76.6pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,802 | $2,168-16.9% | $2,994-39.8% | $2,241-19.6% |
| Participant deferral / active EE | $3,179 | $3,814-16.7% | $4,953-35.8% | $3,767-15.6% |
| Admin fee / account holder | $306 | $3,792-91.9% | $11,989-97.4% | $2,969-89.7% |