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 MANAGEMENT10+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $23,816 |
Service code 27 2351 NW BOCA RATON BLVD · BOCA RATON, FL 33431 | Advisory (Plan) | $12,569 |
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Sub-transfer agency fees; Recordkeepi... | $4,970 |
UNITED OF OMAHA10+ years Service code 37 · EIN 47-0322111 | Loan Processing | $1,750 |
UNITED OF OMAHA10+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,772 | $79,171+42.4% | $102,423+10.1% | $74,495+51.4% |
| Participation rate | 75.0% | 74.8%+0.2pp | 76.5%-1.5pp | 67.2%+7.8pp |
| Annual return | 13.24% | 54.93%-41.7pp | 29.32%-16.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,413 | $2,362-40.2% | $3,023-53.3% | $2,623-46.1% |
| Participant deferral / active EE | $3,860 | $4,415-12.6% | $5,053-23.6% | $4,346-11.2% |
| Admin fee / account holder | $386 | $2,001-80.7% | $9,451-95.9% | $1,942-80.1% |