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 MANAGEMENT7+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $27,490 |
UNITED OF OMAHA7+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,875 |
UNITED OF OMAHA7+ 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 | $95,392 | $84,936+12.3% | $111,297-14.3% | $79,386+20.2% |
| Participation rate | 86.4% | 75.9%+10.6pp | 77.3%+9.1pp | 70.7%+15.7pp |
| Annual return | 9.49% | 17.45%-8.0pp | 54.65%-45.2pp | 116.85%-107.4pp |
| Employer contribution / active EE | $1,413 | $1,979-28.6% | $2,731-48.2% | $2,427-41.8% |
| Participant deferral / active EE | $3,445 | $3,888-11.4% | $4,487-23.2% | $4,046-14.8% |
| Admin fee / account holder | $255 | $537-52.5% | $7,964-96.8% | $626-59.3% |