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 |
|---|---|---|
UNITED OF OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $27,713 |
SEIM JOHNSON, LLP1 year Filed as: SEIM JOHNSON Service code 10 · EIN 47-6097913 | Accounting | $18,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,373 | $38,833+34.9% | $78,778-33.5% | $77,958-32.8% |
| Participation rate | 81.0% | 60.9%+20.0pp | 69.2%+11.8pp | 71.6%+9.3pp |
| Annual return | 21.47% | 20.31%+1.2pp | 35.62%-14.1pp | 20.87%+0.6pp |
| Employer contribution / active EE | $1,248 | $840+48.6% | $1,986-37.2% | $2,310-46.0% |
| Participant deferral / active EE | $3,505 | $1,776+97.3% | $2,958+18.5% | $3,537-0.9% |
| Admin fee / account holder | $60 | $89-33.0% | $5,134-98.8% | $97-38.7% |