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 |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA2+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $29,767 |
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 | $32,392 | $45,324-28.5% | $122,332-73.5% | $69,631-53.5% |
| Participation rate | 26.3% | 59.9%-33.6pp | 71.6%-45.3pp | 70.7%-44.3pp |
| Annual return | 15.24% | 25.35%-10.1pp | 30.27%-15.0pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $370 | $1,230-69.9% | $4,050-90.9% | $2,032-81.8% |
| Participant deferral / active EE | $620 | $2,367-73.8% | $3,287-81.1% | $3,224-80.8% |
| Admin fee / account holder | $105 | $87+20.5% | $5,478-98.1% | $110-5.1% |