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 OMAHA5+ years Service code 13 · EIN 47-0259043 | Contract Administrator | $118,773 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 | Accounting | $14,575 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $0 |
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 | $42,082 | $63,114-33.3% | $92,893-54.7% | $65,185-35.4% |
| Participation rate | 95.2% | 68.8%+26.4pp | 76.0%+19.1pp | 70.2%+25.0pp |
| Annual return | 21.95% | 28.75%-6.8pp | 109.41%-87.5pp | 29.38%-7.4pp |
| Employer contribution / active EE | $5,372 | $2,571+109.0% | $3,653+47.1% | $2,177+146.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $245 | $624-60.7% | $5,794-95.8% | $847-71.1% |