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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $49,942 |
Filed as: SECURIAN FINANCIAL SERVS. Service code 13 400 ROBERT STREET N. · SAINT PAUL, MN 55101 | Contract Administrator | $12,574 |
FIRST NATIONAL BANK OF OMAHA6+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $7,327 |
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 | $26,092 | $51,288-49.1% | $81,983-68.2% | $73,409-64.5% |
| Participation rate | 94.8% | 64.0%+30.9pp | 69.2%+25.6pp | 72.2%+22.7pp |
| Annual return | 18.05% | 29.48%-11.4pp | 41.31%-23.3pp | 59.29%-41.2pp |
| Employer contribution / active EE | $914 | $1,487-38.5% | $2,498-63.4% | $2,234-59.1% |
| Participant deferral / active EE | $4,105 | $2,715+51.2% | $3,722+10.3% | $3,805+7.9% |
| Admin fee / account holder | $85 | $125-32.4% | $5,664-98.5% | $158-46.3% |