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+ years Service code 19 · EIN 58-2099805 | Securities Custodian | $25,803 |
UNITED OF OMAHA1+ years Service code 49 · EIN 47-0322111 | Other Services | $7,950 |
Annual investment return 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.
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 | $6,488 | $47,078-86.2% | $100,671-93.6% | $55,191-88.2% |
| Participation rate | 89.1% | 58.0%+31.1pp | 70.7%+18.4pp | 69.2%+19.9pp |
| Annual return | -4.89% | 0.65%-5.5pp | 20.43%-25.3pp | 10.78%-15.7pp |
| Employer contribution / active EE | $296 | $1,065-72.3% | $4,012-92.6% | $1,899-84.4% |
| Participant deferral / active EE | $712 | $2,038-65.1% | $3,144-77.4% | $3,046-76.6% |
| Admin fee / account holder | $14 | $153-90.7% | $4,850-99.7% | $91-84.3% |