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 OMAHA2 years Filed as: MUTUAL OF OMAHA Service code 26 · EIN 47-0246511 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,028 | $49,227-79.6% | $70,449-85.8% | $79,858-87.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 0.28% | 30.06%-29.8pp | 109.03%-108.7pp | 31.71%-31.4pp |
| Employer contribution / active EE | $1,615 | $2,099-23.0% | $2,737-41.0% | $2,471-34.6% |
| Participant deferral / active EE | $1,208 | $2,768-56.3% | $3,709-67.4% | $3,740-67.7% |
| Admin fee / account holder | $15 | $2,878-99.5% | $3,845-99.6% | $5,306-99.7% |