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 MANAGEMENT1 year Service code 26 · EIN 45-1564286 | Advisory (Participants) | $2,539 |
UNITED OF OMAHA8+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,250 |
UNITED OF OMAHA8+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,651 | $73,867-93.7% | $143,757-96.8% | $68,494-93.2% |
| Participation rate | 37.0% | 66.7%-29.7pp | 80.3%-43.4pp | 67.9%-30.9pp |
| Annual return | -17.16% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $846 | $3,384-75.0% | $5,637-85.0% | $4,027-79.0% |
| Admin fee / account holder | $36 | $5,755-99.4% | $14,673-99.8% | $5,403-99.3% |