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 |
|---|---|---|
STADION MONEY MANAGEMENT10+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $60,740 |
ASCENSUS LLC1 year Service code 37 · EIN 11-3665754 | Loan Processing | $11,599 |
UNITED OF OMAHA10+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,525 |
UNITED OF OMAHA10+ years Filed as: MUTUAL OF OMAHA Service code 49 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,113 | $88,087-28.4% | $164,866-61.7% | $74,546-15.3% |
| Participation rate | 98.2% | 73.1%+25.1pp | 78.6%+19.6pp | 67.2%+31.0pp |
| Annual return | 12.15% | 17.27%-5.1pp | 69.97%-57.8pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $3,287 | $2,595+26.7% | $4,343-24.3% | $2,624+25.3% |
| Participant deferral / active EE | $5,120 | $4,499+13.8% | $6,033-15.1% | $4,347+17.8% |
| Admin fee / account holder | $234 | $2,232-89.5% | $12,689-98.2% | $1,944-87.9% |