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 OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $6,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,561 | $55,453-57.5% | $170,442-86.2% | $62,292-62.2% |
| Participation rate | 63.3% | 66.4%-3.0pp | 83.6%-20.3pp | 69.5%-6.2pp |
| Annual return | 15.18% | 21.38%-6.2pp | 205.93%-190.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $721 | $2,164-66.7% | $5,433-86.7% | $2,042-64.7% |
| Participant deferral / active EE | $1,129 | $2,303-51.0% | $4,939-77.1% | $3,169-64.4% |
| Admin fee / account holder | $38 | $455-91.5% | $13,880-99.7% | $479-92.0% |