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 OMAHA6+ years Service code 13 · EIN 47-0259043 | Contract Administrator | $81,743 |
BKD, LLP6+ years Service code 10 · EIN 44-0160260 | Accounting | $15,050 |
ASCENSUS LLC5+ 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 | $43,051 | $91,517-53.0% | $101,248-57.5% | $73,409-41.4% |
| Participation rate | 93.7% | 73.8%+19.9pp | 75.8%+17.9pp | 72.2%+21.5pp |
| Annual return | 15.67% | 17.17%-1.5pp | 46.47%-30.8pp | 59.29%-43.6pp |
| Employer contribution / active EE | $5,436 | $2,877+89.0% | $3,660+48.5% | $2,234+143.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $158 | $216-26.6% | $5,945-97.3% | $158+0.3% |