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 |
|---|---|---|
BLAKE & UHLIG, P.A.7+ years Filed as: BLAKE & UHLIG, PA Service code 29 · EIN 48-0918231 475 NEW BROTHERHOOD BLDG., 753 STAT · KANSAS CITY, KS 66101 | Legal | $114,549 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 45-0404698 PO BOX 10699 · FARGO, ND 581060699 | Recordkeeping | $66,880 |
BENESYS, INC.7+ years Filed as: BENESYS Service code 15 · EIN 38-2383171 700 TOWER DRIVE, SUITE 300 · TROY, MI 48098 | Recordkeeping | $61,695 |
Service code 10 · EIN 47-0387937 11404 W DODGE RD STE 200 · OMAHA, NE 68154 | Accounting | $52,680 |
FIRST NATIONAL BANK OF OMAHA7+ years Service code 15 · EIN 47-0258043 1620 DODGE STREET · OMAHA, NE 68197 | Recordkeeping | $8,957 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,469 | $76,774-23.8% | $112,228-47.9% | $77,904-24.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | 6.17% | -10.25%+16.4pp | 27.45%-21.3pp | 12.21%-6.0pp |
| Employer contribution / active EE | $1,788 | $3,977-55.0% | $3,635-50.8% | $2,848-37.2% |
| Participant deferral / active EE | $1,018 | $3,778-73.1% | $4,728-78.5% | $4,806-78.8% |
| Admin fee / account holder | $220 | $239-8.1% | $6,410-96.6% | $133+65.6% |