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 15 · EIN 47-0259043 | Recordkeeping | $45,071 |
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 | $40,972 | $51,288-20.1% | $81,983-50.0% | $73,409-44.2% |
| Participation rate | 84.7% | 64.0%+20.7pp | 69.2%+15.4pp | 72.2%+12.5pp |
| Annual return | 18.06% | 29.48%-11.4pp | 41.31%-23.3pp | 59.29%-41.2pp |
| Employer contribution / active EE | $732 | $1,487-50.8% | $2,498-70.7% | $2,234-67.2% |
| Participant deferral / active EE | $2,931 | $2,715+8.0% | $3,722-21.2% | $3,805-23.0% |
| Admin fee / account holder | $108 | $125-13.7% | $5,664-98.1% | $158-31.5% |