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 OMAHA8+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $6,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,383 | $65,061-44.1% | $143,757-74.7% | $66,914-45.6% |
| Participation rate | 37.4% | 65.2%-27.8pp | 80.3%-42.9pp | 69.8%-32.4pp |
| Annual return | -17.58% | -11.14%-6.4pp | -0.04%-17.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $380 | $2,361-83.9% | $4,951-92.3% | $2,544-85.1% |
| Participant deferral / active EE | $1,126 | $2,919-61.4% | $5,637-80.0% | $4,237-73.4% |
| Admin fee / account holder | $53 | $502-89.4% | $14,673-99.6% | $593-91.0% |