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 15 · EIN 47-0259043 | Recordkeeping | $45,766 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,267 | $46,423-13.3% | $75,886-46.9% | $67,579-40.4% |
| Participation rate | 79.0% | 63.1%+15.9pp | 69.3%+9.7pp | 71.3%+7.7pp |
| Annual return | 21.55% | 32.29%-10.7pp | 30.76%-9.2pp | 378.56%-357.0pp |
| Employer contribution / active EE | $752 | $1,406-46.5% | $2,500-69.9% | $2,148-65.0% |
| Participant deferral / active EE | $2,760 | $2,564+7.6% | $3,603-23.4% | $3,539-22.0% |
| Admin fee / account holder | $133 | $132+1.3% | $5,418-97.5% | $142-6.2% |