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 |
|---|---|---|
LUTZ & COMPANY, PC5+ years Filed as: LUTZ & COMPANY Service code 10 · EIN 47-0625816 | Accounting | $11,942 |
UNITED OF OMAHA5+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,980 |
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 | $87,240 | $49,138+77.5% | $84,015+3.8% | $65,185+33.8% |
| Participation rate | 83.3% | 60.7%+22.6pp | 69.0%+14.3pp | 70.2%+13.1pp |
| Annual return | 21.77% | 23.00%-1.2pp | 71.31%-49.5pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,101 | $914+20.5% | $1,983-44.5% | $2,177-49.4% |
| Participant deferral / active EE | $3,207 | $2,397+33.8% | $3,239-1.0% | $3,514-8.7% |
| Admin fee / account holder | $66 | $543-87.8% | $6,101-98.9% | $847-92.2% |