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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT5+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $8,675 |
UNITED OF OMAHA5+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $916 |
UNITED OF OMAHA5+ 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 | $73,108 | $83,477-12.4% | $125,175-41.6% | $72,985+0.2% |
| Participation rate | 57.0% | 73.3%-16.3pp | 79.8%-22.8pp | 69.5%-12.5pp |
| Annual return | 17.82% | 25.78%-8.0pp | 43.79%-26.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,287 | $3,585+19.6% | $4,937-13.2% | $3,607+18.8% |
| Admin fee / account holder | $128 | $5,517-97.7% | $9,702-98.7% | $5,124-97.5% |