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 |
|---|---|---|
SMITH HAYES ADVISERS, INC.1+ years Service code 26 1225 L STREET · LINCOLN, NE 68508 | Advisory (Participants) | $9,862 |
Service code 12 · EIN 84-1477138 | Claims processing; Direct payment fro... | $2,065 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Investment management;... | $620 |
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 | $27,415 | $50,464-45.7% | $75,781-63.8% | $52,331-47.6% |
| Participation rate | 85.1% | 66.8%+18.3pp | 75.8%+9.2pp | 68.1%+17.0pp |
| Annual return | 1.61% | 1.03%+0.6pp | 9.68%-8.1pp | 4.54%-2.9pp |
| Employer contribution / active EE | $890 | $1,988-55.2% | $3,323-73.2% | $1,882-52.7% |
| Participant deferral / active EE | $2,108 | $2,570-18.0% | $3,651-42.3% | $3,022-30.3% |
| Admin fee / account holder | $77 | $1,103-93.1% | $5,299-98.6% | $592-87.1% |