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 OMAHA6 years Service code 15 · EIN 47-0322111 | Recordkeeping | $14,627 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,246 | $72,254-73.4% | $86,677-77.8% | $64,808-70.3% |
| Participation rate | 45.1% | 80.4%-35.3pp | 76.6%-31.5pp | 71.5%-26.4pp |
| Annual return | -14.12% | 392.42%-406.5pp | 35.91%-50.0pp | 32.82%-46.9pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,932 | $4,658-58.5% | $4,656-58.5% | $4,310-55.2% |
| Admin fee / account holder | $80 | $174-54.0% | $7,493-98.9% | $188-57.4% |