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 MANAGEMENT6+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $23,568 |
UNITED OF OMAHA6+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,825 |
UNITED OF OMAHA6+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
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 | $86,967 | $73,638+18.1% | $95,952-9.4% | $73,488+18.3% |
| Participation rate | 84.1% | 76.2%+8.0pp | 77.1%+7.1pp | 70.7%+13.4pp |
| Annual return | 13.94% | 16.78%-2.8pp | 91.61%-77.7pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,266 | $1,863-32.1% | $2,541-50.2% | $2,270-44.2% |
| Participant deferral / active EE | $3,047 | $3,617-15.8% | $4,167-26.9% | $3,740-18.5% |
| Admin fee / account holder | $211 | $482-56.2% | $6,795-96.9% | $513-58.8% |