Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC. Service code 26 12325 PORT GRACE BLVD · LA VISTA, NE 681288204 | Advisory (Participants) | $17,195 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 1102 CHESTNUT HILLS PRKWY · FT WAYNE, IN 46814 | Recordkeeping | $11,990 |
ASCENSUS LLC1 year Filed as: ACENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,872 |
Filed as: MESIROW Service code 26 · EIN 36-3429599 | Advisory (Participants) | $1,125 |
UNITED OF OMAHA2 years Service code 64 · EIN 47-0246511 | Recordkeeping Fees | $835 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,080 | $62,409-27.8% | $120,368-62.5% | $74,546-39.5% |
| Participation rate | 77.1% | 56.8%+20.3pp | 71.9%+5.2pp | 67.2%+9.9pp |
| Annual return | 11.08% | 18.62%-7.5pp | 107.26%-96.2pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $857 | $1,847-53.6% | $3,465-75.3% | $2,624-67.4% |
| Participant deferral / active EE | $2,269 | $2,888-21.4% | $4,991-54.5% | $4,347-47.8% |
| Admin fee / account holder | $163 | $2,394-93.2% | $9,429-98.3% | $1,944-91.6% |