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 OMAHA3 years Filed as: MUTUAL OF OMAHA Service code 15 · EIN 47-0322111 3300 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Recordkeeping | $12,779 |
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 | $6,449 | $99,078-93.5% | $96,544-93.3% | $74,419-91.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 18.51% | 22.48%-4.0pp | 25.84%-7.3pp | 34.38%-15.9pp |
| Employer contribution / active EE | $1,046 | $2,570-59.3% | $2,965-64.7% | $2,637-60.3% |
| Participant deferral / active EE | $1,850 | $4,933-62.5% | $4,851-61.9% | $4,528-59.1% |
| Admin fee / account holder | $11 | $225-95.0% | $8,252-99.9% | $348-96.8% |