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 MANAGEMENT1 year Service code 26 · EIN 45-1564286 | Advisory (Participants) | $18,527 |
UNITED OF OMAHA1 year Service code 37 · EIN 47-0322111 | Loan Processing | $800 |
UNITED OF OMAHA1 year Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,428 | $99,957+1.5% | $149,696-32.2% | $73,488+38.0% |
| Participation rate | 96.4% | 75.7%+20.7pp | 82.5%+13.9pp | 70.7%+25.7pp |
| Annual return | 37.06% | 53.87%-16.8pp | 276.60%-239.5pp | 28.51%+8.6pp |
| Employer contribution / active EE | $2,749 | $3,191-13.9% | $4,644-40.8% | $2,270+21.1% |
| Participant deferral / active EE | $6,515 | $6,073+7.3% | $6,842-4.8% | $3,740+74.2% |
| Admin fee / account holder | $140 | $551-74.6% | $9,309-98.5% | $513-72.7% |