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 MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $11,897 |
UNITED OF OMAHA2+ years Filed as: MUTUAL OF OMAHA INVESTOR SERVICES Service code 61 · EIN 47-0770844 | Finders' fees / placement fees | $2,554 |
UNITED OF OMAHA1+ years Filed as: UNIOTED OF OMAHA Service code 15 · EIN 47-0322111 | Recordkeeping | $750 |
UNITED OF OMAHA2+ 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.
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 | $54,900 | $69,977-21.5% | $108,579-49.4% | $62,891-12.7% |
| Participation rate | 62.5% | 72.9%-10.4pp | 79.6%-17.1pp | 69.3%-6.8pp |
| Annual return | 5.77% | 10.73%-5.0pp | -51.70%+57.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,730 | $3,165+17.9% | $4,311-13.5% | $3,203+16.5% |
| Admin fee / account holder | $145 | $5,076-97.1% | $7,645-98.1% | $4,296-96.6% |