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 MANAGEMENT5 years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $9,170 |
UNITED OF OMAHA5 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 | $55,324 | $62,603-11.6% | $104,294-47.0% | $66,914-17.3% |
| Participation rate | 92.8% | 59.6%+33.2pp | 73.3%+19.5pp | 69.8%+23.0pp |
| Annual return | -16.12% | -14.70%-1.4pp | 24.61%-40.7pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,474 | $1,972+25.5% | $3,372-26.6% | $2,544-2.7% |
| Participant deferral / active EE | $4,456 | $2,853+56.2% | $4,625-3.7% | $4,237+5.2% |
| Admin fee / account holder | $71 | $656-89.2% | $7,339-99.0% | $593-88.1% |