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 MANAGEMENT6+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $17,302 |
UNITED OF OMAHA6+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,125 |
UNITED OF OMAHA6+ 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 | $27,991 | $56,152-50.2% | $185,823-84.9% | $73,409-61.9% |
| Participation rate | 14.7% | 67.6%-52.9pp | 78.0%-63.4pp | 72.2%-57.5pp |
| Annual return | 15.13% | 17.59%-2.5pp | 35.95%-20.8pp | 59.29%-44.2pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,087-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $430 | $3,659-88.2% | $5,632-92.4% | $3,805-88.7% |
| Admin fee / account holder | $124 | $132-6.3% | $9,500-98.7% | $158-21.7% |