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 MANAGEMENT6+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $11,272 |
UNITED OF OMAHA6+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $950 |
UNITED OF OMAHA6+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,710 | $66,813-58.5% | $100,516-72.4% | $73,488-62.3% |
| Participation rate | 89.1% | 77.5%+11.6pp | 79.4%+9.6pp | 70.7%+18.4pp |
| Annual return | 11.33% | 25.70%-14.4pp | 30.89%-19.6pp | 28.51%-17.2pp |
| Employer contribution / active EE | $2,058 | $2,147-4.1% | $3,418-39.8% | $2,270-9.4% |
| Participant deferral / active EE | $4,184 | $5,883-28.9% | $6,270-33.3% | $3,740+11.9% |
| Admin fee / account holder | $74 | $512-85.6% | $8,081-99.1% | $513-85.6% |