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 MANAGEMENT4+ years Service code 19 · EIN 58-2099805 | Securities Custodian | $23,494 |
UNITED OF OMAHA4+ years Service code 49 · EIN 47-0322111 | Other Services | $11,350 |
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 | $8,473 | $39,898-78.8% | $121,196-93.0% | $55,725-84.8% |
| Participation rate | 74.8% | 61.2%+13.5pp | 71.7%+3.0pp | 70.9%+3.9pp |
| Annual return | -4.97% | -0.96%-4.0pp | 16.93%-21.9pp | 244.93%-249.9pp |
| Employer contribution / active EE | $336 | $1,295-74.1% | $4,022-91.7% | $2,078-83.9% |
| Participant deferral / active EE | $852 | $2,439-65.1% | $3,344-74.5% | $3,356-74.6% |
| Admin fee / account holder | $64 | $95-32.6% | $5,019-98.7% | $115-44.3% |