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, PC1 year Filed as: LUTZ CO Service code 10 13616 CALIFORNIA ST · OMAHA, NE 68154 | Accounting | $17,396 |
UNITED OF OMAHA9+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $4,416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,113 | $54,701+57.4% | $86,188-0.1% | $71,457+20.5% |
| Participation rate | 86.7% | 60.1%+26.6pp | 69.0%+17.7pp | 67.9%+18.7pp |
| Annual return | 15.95% | 20.06%-4.1pp | 1168.45%-1152.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $2,408 | $1,265+90.4% | $2,380+1.2% | $2,588-6.9% |
| Participant deferral / active EE | $4,543 | $3,108+46.2% | $3,985+14.0% | $4,289+5.9% |
| Admin fee / account holder | $103 | $1,922-94.6% | $6,852-98.5% | $1,587-93.5% |