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 Service code 15 · EIN 47-0322111 | Recordkeeping | $1,750 |
UNITED OF OMAHA3+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,624 | $46,297-72.7% | $71,671-82.4% | $62,292-79.7% |
| Participation rate | 45.2% | 60.6%-15.4pp | 68.7%-23.5pp | 69.5%-24.3pp |
| Annual return | 15.76% | 22.32%-6.6pp | 20.65%-4.9pp | 28.90%-13.1pp |
| Employer contribution / active EE | $160 | $1,412-88.7% | $2,460-93.5% | $2,042-92.2% |
| Participant deferral / active EE | $1,364 | $2,235-39.0% | $3,438-60.3% | $3,169-57.0% |
| Admin fee / account holder | $48 | $461-89.6% | $5,558-99.1% | $479-90.0% |