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 |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA5+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $74,871 |
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 | $25,781 | $46,423-44.5% | $75,886-66.0% | $67,579-61.9% |
| Participation rate | 96.0% | 63.1%+32.9pp | 69.3%+26.7pp | 71.3%+24.7pp |
| Annual return | 21.94% | 32.29%-10.4pp | 30.76%-8.8pp | 378.56%-356.6pp |
| Employer contribution / active EE | $854 | $1,406-39.3% | $2,500-65.8% | $2,148-60.2% |
| Participant deferral / active EE | $4,065 | $2,564+58.5% | $3,603+12.8% | $3,539+14.9% |
| Admin fee / account holder | $112 | $132-15.2% | $5,418-97.9% | $142-21.5% |