See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA9+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,924 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,628 | $82,978+23.7% | $129,995-21.1% | $71,457+43.6% |
| Participation rate | 95.5% | 74.1%+21.4pp | 78.5%+17.0pp | 67.9%+27.6pp |
| Annual return | 16.20% | 20.60%-4.4pp | -137.18%+153.4pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,640 | $2,622+0.7% | $4,320-38.9% | $2,588+2.0% |
| Participant deferral / active EE | $5,622 | $4,432+26.9% | $5,820-3.4% | $4,289+31.1% |
| Admin fee / account holder | $25 | $1,729-98.5% | $10,614-99.8% | $1,587-98.4% |