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 OMAHA4 years Service code 15 · EIN 47-0322111 | Recordkeeping | $13,763 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,935 | $79,519-74.9% | $95,952-79.2% | $73,409-72.8% |
| Participation rate | 48.8% | 81.2%-32.4pp | 77.1%-28.3pp | 72.2%-23.4pp |
| Annual return | 17.44% | 19.20%-1.8pp | 91.61%-74.2pp | 59.29%-41.9pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,833 | $4,138-55.7% | $4,167-56.0% | $3,805-51.8% |
| Admin fee / account holder | $86 | $184-53.3% | $6,795-98.7% | $158-45.5% |