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 | $5,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,151 | $52,293-23.2% | $178,490-77.5% | $73,409-45.3% |
| Participation rate | 37.2% | 65.3%-28.2pp | 81.9%-44.8pp | 72.2%-35.0pp |
| Annual return | 13.12% | 34.75%-21.6pp | 151.07%-138.0pp | 59.29%-46.2pp |
| Employer contribution / active EE | $348 | $1,735-80.0% | $5,011-93.1% | $2,234-84.4% |
| Participant deferral / active EE | $926 | $2,332-60.3% | $5,202-82.2% | $3,805-75.7% |
| Admin fee / account holder | $47 | $127-62.7% | $13,984-99.7% | $158-69.9% |