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 MANAGEMENT6 years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $9,820 |
UNITED OF OMAHA6 years Filed as: MUTUAL OF OMAHA Service code 49 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,594 | $57,651+17.2% | $112,229-39.8% | $71,457-5.4% |
| Participation rate | 93.7% | 58.9%+34.7pp | 72.4%+21.2pp | 67.9%+25.8pp |
| Annual return | 18.50% | 18.32%+0.2pp | 30.20%-11.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $2,474 | $1,913+29.3% | $3,430-27.9% | $2,588-4.4% |
| Participant deferral / active EE | $4,856 | $2,863+69.6% | $4,798+1.2% | $4,289+13.2% |
| Admin fee / account holder | $88 | $1,581-94.4% | $7,748-98.9% | $1,587-94.4% |