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+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $5,547 |
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.
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 | $16,599 | $46,360-64.2% | $147,614-88.8% | $52,331-68.3% |
| Participation rate | 66.7% | 64.9%+1.7pp | 84.6%-18.0pp | 68.1%-1.4pp |
| Annual return | -2.53% | 1.62%-4.1pp | 61.98%-64.5pp | 4.54%-7.1pp |
| Employer contribution / active EE | $663 | $2,126-68.8% | $5,564-88.1% | $1,882-64.8% |
| Participant deferral / active EE | $1,027 | $2,258-54.5% | $4,895-79.0% | $3,022-66.0% |
| Admin fee / account holder | $30 | $766-96.0% | $11,611-99.7% | $592-94.8% |