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 MANAGEMENT8+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $24,767 |
UNITED OF OMAHA8+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,475 |
UNITED OF OMAHA8+ 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 | $81,469 | $65,435+24.5% | $86,677-6.0% | $66,914+21.8% |
| Participation rate | 84.2% | 75.5%+8.7pp | 76.6%+7.6pp | 69.8%+14.4pp |
| Annual return | -17.48% | -10.89%-6.6pp | 35.91%-53.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,409 | $2,153-34.6% | $2,836-50.3% | $2,544-44.6% |
| Participant deferral / active EE | $3,483 | $4,100-15.1% | $4,656-25.2% | $4,237-17.8% |
| Admin fee / account holder | $233 | $642-63.7% | $7,493-96.9% | $593-60.8% |