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 MANAGEMENT9+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $23,784 |
UNITED OF OMAHA9+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $4,100 |
UNITED OF OMAHA9+ 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 | $99,607 | $76,050+31.0% | $96,544+3.2% | $71,457+39.4% |
| Participation rate | 82.2% | 74.4%+7.8pp | 76.0%+6.2pp | 67.9%+14.3pp |
| Annual return | 16.03% | 22.81%-6.8pp | 25.84%-9.8pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,552 | $2,244-30.8% | $2,965-47.7% | $2,588-40.0% |
| Participant deferral / active EE | $4,038 | $4,215-4.2% | $4,851-16.7% | $4,289-5.8% |
| Admin fee / account holder | $249 | $2,707-90.8% | $8,252-97.0% | $1,587-84.3% |