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 |
|---|---|---|
STADION MONEY MANAGEMENT5+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $22,788 |
UNITED OF OMAHA5+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $4,925 |
UNITED OF OMAHA5+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,812 | $65,376+12.9% | $87,100-15.3% | $65,185+13.2% |
| Participation rate | 83.6% | 75.3%+8.3pp | 76.9%+6.7pp | 70.2%+13.4pp |
| Annual return | 15.90% | 31.27%-15.4pp | 28.19%-12.3pp | 29.38%-13.5pp |
| Employer contribution / active EE | $1,294 | $1,822-29.0% | $2,521-48.7% | $2,177-40.6% |
| Participant deferral / active EE | $3,253 | $3,388-4.0% | $4,049-19.7% | $3,514-7.4% |
| Admin fee / account holder | $217 | $520-58.3% | $7,497-97.1% | $847-74.4% |