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 OMAHA7+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $18,471 |
Filed as: DOLINKA VANNOORD & CO Service code 10 360 BELTLINE NE · GRAND RAPIDS, MI 495061208 | Accounting | $8,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,641 | $44,764-94.1% | $68,791-96.2% | $64,808-95.9% |
| Participation rate | 46.9% | 64.8%-17.8pp | 69.0%-22.1pp | 71.5%-24.5pp |
| Annual return | -23.26% | -10.91%-12.3pp | -6.38%-16.9pp | 32.82%-56.1pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,223 | $3,238-62.2% | $3,941-69.0% | $4,310-71.6% |
| Admin fee / account holder | $49 | $151-67.8% | $4,932-99.0% | $188-74.1% |