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 MANAGEMENT7+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $15,514 |
UNITED OF OMAHA7+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,775 |
UNITED OF OMAHA7+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,407 | $73,638-56.0% | $108,410-70.1% | $79,386-59.2% |
| Participation rate | 91.4% | 77.4%+14.0pp | 80.1%+11.2pp | 70.7%+20.7pp |
| Annual return | 16.39% | 33.27%-16.9pp | 905.27%-888.9pp | 116.85%-100.5pp |
| Employer contribution / active EE | $1,961 | $2,397-18.2% | $3,558-44.9% | $2,427-19.2% |
| Participant deferral / active EE | $3,829 | $6,218-38.4% | $6,563-41.7% | $4,046-5.4% |
| Admin fee / account holder | $96 | $638-84.9% | $7,295-98.7% | $626-84.7% |