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 |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA2 years Service code 15 · EIN 47-0259043 | Recordkeeping | $32,348 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,982 | $72,277-3.2% | $101,248-30.9% | $79,858-12.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.19% | 22.30%-7.1pp | 46.47%-31.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $518 | $2,692-80.7% | $3,660-85.8% | $2,471-79.0% |
| Participant deferral / active EE | $4,509 | $3,282+37.4% | $4,370+3.2% | $3,740+20.6% |
| Admin fee / account holder | $284 | $4,400-93.6% | $5,945-95.2% | $5,306-94.7% |