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 MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $24,650 |
THE MCMILLEN COMPANY PC1 year Service code 10 12808 AUGUSTA AVE · OMAHA, NE 68144 | Accounting | $7,020 |
UNITED OF OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $3,275 |
UNITED OF OMAHA3+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
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 | $52,037 | $71,192-26.9% | $117,854-55.8% | $62,292-16.5% |
| Participation rate | 96.1% | 74.2%+21.9pp | 79.7%+16.5pp | 69.5%+26.6pp |
| Annual return | 14.60% | 18.66%-4.1pp | 335.08%-320.5pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2,138 | $1,934+10.6% | $3,786-43.5% | $2,042+4.7% |
| Participant deferral / active EE | $3,754 | $3,189+17.7% | $4,482-16.2% | $3,169+18.5% |
| Admin fee / account holder | $206 | $587-65.0% | $8,020-97.4% | $479-57.1% |