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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,702 |
UNITED OF OMAHA1+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,386 | $70,667+56.2% | $123,104-10.3% | $52,331+110.9% |
| Participation rate | 85.8% | 83.7%+2.1pp | 86.8%-0.9pp | 68.1%+17.7pp |
| Annual return | -2.59% | 6.23%-8.8pp | 13.22%-15.8pp | 4.54%-7.1pp |
| Employer contribution / active EE | $2,485 | $2,946-15.6% | $5,151-51.8% | $1,882+32.1% |
| Participant deferral / active EE | $4,031 | $4,493-10.3% | $6,230-35.3% | $3,022+33.4% |
| Admin fee / account holder | $27 | $506-94.7% | $9,015-99.7% | $592-95.5% |