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 |
|---|---|---|
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Recordkeeping fees; Other fees; Secur... | $12,482 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $8,506 |
UNITED OF OMAHA10+ years Service code 37 · EIN 47-0322111 | Loan Processing | $7,625 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,727 | $58,778-69.8% | $129,207-86.3% | $77,643-77.2% |
| Participation rate | 83.8% | 59.2%+24.6pp | 69.6%+14.2pp | 70.6%+13.2pp |
| Annual return | 10.19% | 24.73%-14.5pp | 9417.33%-9407.1pp | 31.24%-21.0pp |
| Employer contribution / active EE | $476 | $1,952-75.6% | $4,153-88.5% | $2,726-82.5% |
| Participant deferral / active EE | $1,343 | $3,212-58.2% | $4,168-67.8% | $4,647-71.1% |
| Admin fee / account holder | $80 | $589-86.5% | $7,715-99.0% | $430-81.5% |