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 | Participant loan processing; Sub-tran... | $7,782 |
UNITED OF OMAHA1 year Filed as: MUTUAL OF OMAHA INVESTOR SERVICES, Service code 27 3300 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Advisory (Plan) | $4,137 |
UNITED OF OMAHA10+ years Service code 50 · EIN 47-0322111 | Direct Payment | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,350 | $52,450+37.9% | $129,295-44.0% | $74,546-2.9% |
| Participation rate | 91.8% | 53.8%+38.0pp | 69.6%+22.2pp | 67.2%+24.6pp |
| Annual return | 13.69% | 15.65%-2.0pp | 9429.28%-9415.6pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $1,981 | $1,532+29.3% | $4,157-52.3% | $2,624-24.5% |
| Participant deferral / active EE | $6,027 | $2,797+115.5% | $4,169+44.6% | $4,347+38.6% |
| Admin fee / account holder | $96 | $2,636-96.3% | $7,665-98.7% | $1,944-95.0% |