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 OMAHA4+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $3,055 |
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 | $79,621 | $66,302+20.1% | $110,238-27.8% | $56,287+41.5% |
| Participation rate | 93.0% | 74.9%+18.1pp | 79.8%+13.2pp | 69.9%+23.1pp |
| Annual return | -3.58% | -1.18%-2.4pp | 314.74%-318.3pp | -9.96%+6.4pp |
| Employer contribution / active EE | $2,459 | $2,047+20.1% | $3,826-35.7% | $2,111+16.5% |
| Participant deferral / active EE | $4,674 | $3,381+38.2% | $4,672+0.1% | $3,350+39.5% |
| Admin fee / account holder | $67 | $698-90.5% | $8,547-99.2% | $521-87.2% |