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 |
|---|---|---|
UNITED OF OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,675 |
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 | $88,059 | $71,192+23.7% | $117,854-25.3% | $62,292+41.4% |
| Participation rate | 90.5% | 74.2%+16.2pp | 79.7%+10.8pp | 69.5%+21.0pp |
| Annual return | 16.74% | 18.66%-1.9pp | 335.08%-318.3pp | 28.90%-12.2pp |
| Employer contribution / active EE | $2,435 | $1,934+25.9% | $3,786-35.7% | $2,042+19.2% |
| Participant deferral / active EE | $4,602 | $3,189+44.3% | $4,482+2.7% | $3,169+45.2% |
| Admin fee / account holder | $46 | $587-92.1% | $8,020-99.4% | $479-90.4% |