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 MANAGEMENT4+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $16,539 |
UNITED OF OMAHA4+ years Service code 15 · EIN 47-0332211 | Recordkeeping | $1,075 |
UNITED OF OMAHA4+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,441 | $38,058-35.8% | $169,463-85.6% | $75,289-67.5% |
| Participation rate | 10.5% | 65.1%-54.6pp | 77.8%-67.2pp | 72.4%-61.9pp |
| Annual return | -3.93% | -2.88%-1.1pp | 1.83%-5.8pp | -0.04%-3.9pp |
| Employer contribution / active EE | $0 | $1,478-100.0% | $4,159-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $271 | $3,201-91.5% | $5,277-94.9% | $3,739-92.8% |
| Admin fee / account holder | $138 | $85+61.5% | $9,109-98.5% | $102+34.5% |