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 15 · EIN 47-0322111 3300 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Recordkeeping | $11,660 |
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 | $5,155 | $65,435-92.1% | $86,677-94.1% | $66,914-92.3% |
| Participation rate | 94.8% | 75.5%+19.4pp | 76.6%+18.2pp | 69.8%+25.0pp |
| Annual return | -16.73% | -10.89%-5.8pp | 35.91%-52.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,018 | $2,153-52.7% | $2,836-64.1% | $2,544-60.0% |
| Participant deferral / active EE | $1,639 | $4,100-60.0% | $4,656-64.8% | $4,237-61.3% |
| Admin fee / account holder | $6 | $642-99.0% | $7,493-99.9% | $593-98.9% |