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, PC6+ years Filed as: LUTZ & COMPANY Service code 10 · EIN 47-0625816 | Accounting | $10,500 |
UNITED OF OMAHA6+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $5,106 |
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 | $94,008 | $54,573+72.3% | $90,951+3.4% | $73,488+27.9% |
| Participation rate | 85.0% | 61.2%+23.9pp | 69.0%+16.0pp | 70.7%+14.4pp |
| Annual return | 13.15% | 16.69%-3.5pp | 134.60%-121.4pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,155 | $991+16.5% | $2,122-45.5% | $2,270-49.1% |
| Participant deferral / active EE | $3,299 | $2,517+31.1% | $3,373-2.2% | $3,740-11.8% |
| Admin fee / account holder | $70 | $521-86.6% | $5,959-98.8% | $513-86.4% |