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 MANAGEMENT9+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $19,659 |
UNITED OF OMAHA9+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,825 |
UNITED OF OMAHA9+ 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 | $36,294 | $69,477-47.8% | $94,646-61.7% | $71,457-49.2% |
| Participation rate | 94.3% | 78.4%+15.9pp | 80.8%+13.5pp | 67.9%+26.4pp |
| Annual return | 17.99% | 29.66%-11.7pp | 156.71%-138.7pp | 28.85%-10.9pp |
| Employer contribution / active EE | $2,382 | $2,853-16.5% | $3,672-35.1% | $2,588-7.9% |
| Participant deferral / active EE | $4,612 | $7,345-37.2% | $7,418-37.8% | $4,289+7.5% |
| Admin fee / account holder | $109 | $1,210-91.0% | $7,231-98.5% | $1,587-93.2% |