Filed March 18, 2026 (most recent of 2 filings on file)
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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,080 |
FIRST NATIONAL BANK OF OMAHA7+ years Service code 50 · EIN 47-0259043 | Direct Payment | $635 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,976 | $121,341+46.7% | $189,513-6.1% | $79,386+124.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 18.38% | 21.08%-2.7pp | 555.15%-536.8pp | 116.85%-98.5pp |
| Employer contribution / active EE | $6,350 | $3,915+62.2% | $6,162+3.1% | $2,427+161.6% |
| Participant deferral / active EE | $6,784 | $6,395+6.1% | $8,221-17.5% | $4,046+67.7% |
| Admin fee / account holder | $1 | $651-99.9% | $12,045-100.0% | $626-99.9% |