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 OMAHA6+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,625 |
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 | $104,603 | $81,474+28.4% | $133,956-21.9% | $73,488+42.3% |
| Participation rate | 87.9% | 76.4%+11.5pp | 79.8%+8.0pp | 70.7%+17.2pp |
| Annual return | 13.77% | 19.40%-5.6pp | 45.09%-31.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $2,076 | $2,209-6.0% | $3,919-47.0% | $2,270-8.6% |
| Participant deferral / active EE | $4,064 | $3,786+7.3% | $5,048-19.5% | $3,740+8.7% |
| Admin fee / account holder | $63 | $713-91.2% | $8,927-99.3% | $513-87.7% |