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 26 · EIN 58-2099805 | Advisory (Participants) | $8,873 |
UNITED OF OMAHA4+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,521 |
UNITED OF OMAHA4+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
Participant contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,846 | $61,214-65.9% | $83,333-75.0% | $56,287-63.0% |
| Participation rate | 77.7% | 72.6%+5.1pp | 77.8%-0.1pp | 69.9%+7.9pp |
| Annual return | -5.63% | 0.42%-6.0pp | 10.63%-16.3pp | -9.96%+4.3pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,202 | $5,091-56.7% | $5,565-60.4% | $3,350-34.3% |
| Admin fee / account holder | $76 | $512-85.1% | $7,510-99.0% | $521-85.3% |