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 MANAGEMENT4 years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $9,685 |
UNITED OF OMAHA4 years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,965 | $65,862-10.5% | $124,672-52.7% | $79,386-25.7% |
| Participation rate | 92.3% | 62.2%+30.0pp | 74.6%+17.6pp | 70.7%+21.5pp |
| Annual return | 15.95% | 19.02%-3.1pp | 5142.93%-5127.0pp | 116.85%-100.9pp |
| Employer contribution / active EE | $1,739 | $1,883-7.7% | $3,324-47.7% | $2,427-28.4% |
| Participant deferral / active EE | $3,970 | $2,772+43.2% | $4,614-14.0% | $4,046-1.9% |
| Admin fee / account holder | $68 | $673-89.9% | $7,493-99.1% | $626-89.2% |