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, PC7+ years Filed as: LUTZ & COMPANY Service code 10 · EIN 47-0625816 | Accounting | $10,275 |
UNITED OF OMAHA7+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $5,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,704 | $59,263+80.1% | $96,562+10.5% | $79,386+34.4% |
| Participation rate | 87.2% | 61.9%+25.3pp | 69.8%+17.4pp | 70.7%+16.5pp |
| Annual return | 14.50% | 27.07%-12.6pp | 37.78%-23.3pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,416 | $1,216+16.5% | $2,356-39.9% | $2,427-41.7% |
| Participant deferral / active EE | $4,259 | $2,948+44.5% | $3,849+10.6% | $4,046+5.3% |
| Admin fee / account holder | $79 | $658-88.1% | $6,181-98.7% | $626-87.5% |