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 4-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 OMAHA1+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,304 | $65,061-93.4% | $143,757-97.0% | $66,914-93.6% |
| Participation rate | 37.7% | 65.2%-27.5pp | 80.3%-42.6pp | 69.8%-32.1pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $533 | $2,361-77.4% | $4,951-89.2% | $2,544-79.0% |
| Participant deferral / active EE | $810 | $2,919-72.2% | $5,637-85.6% | $4,237-80.9% |
| Admin fee / account holder | $7 | $502-98.6% | $14,673-100.0% | $593-98.8% |