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 8-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 |
|---|---|---|
Service code 12 PO BOX 82535 · LINCOLN, NE 68501 | Trustee (bank, trust company, or simi... | $420 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,054 | $80,724-13.2% | $103,333-32.2% | $74,495-6.0% |
| Participation rate | 99.1% | 65.7%+33.4pp | 74.5%+24.6pp | 67.2%+31.9pp |
| Annual return | 25.39% | 27.56%-2.2pp | 24.88%+0.5pp | 1364.94%-1339.6pp |
| Employer contribution / active EE | $645 | $3,157-79.6% | $3,868-83.3% | $2,623-75.4% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $3 | $2,368-99.9% | $8,355-100.0% | $1,942-99.8% |