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 OMAHA1 year Filed as: MUTUAL OF OMAHA Service code 15 · EIN 47-0322111 3300 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Recordkeeping | $3,270 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,853 | $84,936-91.9% | $111,297-93.8% | $79,386-91.4% |
| Participation rate | 94.8% | 75.9%+19.0pp | 77.3%+17.5pp | 70.7%+24.1pp |
| Annual return | 16.75% | 17.45%-0.7pp | 54.65%-37.9pp | 116.85%-100.1pp |
| Employer contribution / active EE | $1,212 | $1,979-38.8% | $2,731-55.6% | $2,427-50.1% |
| Participant deferral / active EE | $1,362 | $3,888-65.0% | $4,487-69.6% | $4,046-66.3% |
| Admin fee / account holder | $31 | $537-94.3% | $7,964-99.6% | $626-95.1% |