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 37 · EIN 47-0322111 | Loan Processing | $7,225 |
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 | $25,078 | $47,977-47.7% | $154,107-83.7% | $56,287-55.4% |
| Participation rate | 58.0% | 66.2%-8.1pp | 83.0%-25.0pp | 69.9%-11.8pp |
| Annual return | -7.71% | 3.54%-11.3pp | 735.12%-742.8pp | -9.96%+2.2pp |
| Employer contribution / active EE | $431 | $2,169-80.1% | $5,298-91.9% | $2,111-79.6% |
| Participant deferral / active EE | $1,222 | $2,392-48.9% | $5,081-76.0% | $3,350-63.5% |
| Admin fee / account holder | $71 | $438-83.9% | $13,411-99.5% | $521-86.4% |