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 MANAGEMENT10+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $28,216 |
Service code 27 · EIN 95-3706234 | Advisory (Plan) | $5,250 |
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Securities brokerage; Sub-transfer ag... | $4,805 |
UNITED OF OMAHA10+ years Service code 37 · EIN 47-0322111 | Loan Processing | $1,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,386 | $79,013-45.1% | $100,391-56.8% | $74,495-41.8% |
| Participation rate | 94.9% | 79.5%+15.4pp | 81.5%+13.4pp | 67.2%+27.7pp |
| Annual return | 14.89% | 20.41%-5.5pp | 49.20%-34.3pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,465 | $3,021-18.4% | $3,942-37.5% | $2,623-6.0% |
| Participant deferral / active EE | $4,939 | $7,760-36.4% | $8,082-38.9% | $4,346+13.7% |
| Admin fee / account holder | $196 | $1,320-85.1% | $7,899-97.5% | $1,942-89.9% |