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 OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $5,321 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,660 | $83,681-82.5% | $82,313-82.2% | - |
| Participation rate | 84.8% | 75.1%+9.7pp | 76.9%+8.0pp | - |
| Annual return | 16.51% | 13.76%+2.7pp | 25.88%-9.4pp | - |
| Employer contribution / active EE | $0 | $1,471-100.0% | $2,428-100.0% | - |
| Participant deferral / active EE | $4,152 | $2,851+45.7% | $3,706+12.0% | - |
| Admin fee / account holder | $82 | $3,032-97.3% | $5,608-98.5% | - |