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, PC8+ years Filed as: LUTZ & COMPANY Service code 10 · EIN 47-0625816 | Accounting | $14,000 |
UNITED OF OMAHA8+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $6,542 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,433 | $49,451+70.7% | $79,550+6.1% | $66,914+26.2% |
| Participation rate | 87.4% | 61.3%+26.1pp | 69.5%+17.9pp | 69.8%+17.6pp |
| Annual return | -15.74% | 84.25%-100.0pp | 0.16%-15.9pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,495 | $1,266+97.1% | $2,413+3.4% | $2,544-1.9% |
| Participant deferral / active EE | $5,008 | $3,159+58.6% | $3,985+25.7% | $4,237+18.2% |
| Admin fee / account holder | $102 | $595-82.8% | $6,832-98.5% | $593-82.8% |