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 MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,885 |
UNITED OF OMAHA1 year Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $1,536 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,440 | $65,557-30.7% | $105,738-57.0% | $56,287-19.3% |
| Participation rate | 81.8% | 63.4%+18.4pp | 76.3%+5.5pp | 69.9%+12.0pp |
| Annual return | -3.72% | -1.32%-2.4pp | 6.27%-10.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,293 | $1,788-27.7% | $3,268-60.4% | $2,111-38.8% |
| Participant deferral / active EE | $3,006 | $2,418+24.3% | $4,080-26.3% | $3,350-10.3% |
| Admin fee / account holder | $74 | $561-86.9% | $6,913-98.9% | $521-85.9% |