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 MANAGEMENT8+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $17,908 |
UNITED OF OMAHA8+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $600 |
UNITED OF OMAHA8+ 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 | $26,473 | $58,320-54.6% | $86,436-69.4% | $66,914-60.4% |
| Participation rate | 91.4% | 78.6%+12.8pp | 80.3%+11.1pp | 69.8%+21.6pp |
| Annual return | -16.14% | -9.71%-6.4pp | 4394.89%-4411.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,052 | $2,615-21.5% | $3,769-45.5% | $2,544-19.3% |
| Participant deferral / active EE | $3,778 | $6,899-45.2% | $6,952-45.7% | $4,237-10.8% |
| Admin fee / account holder | $91 | $546-83.3% | $6,731-98.6% | $593-84.6% |