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 OMAHA6+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $950 |
UNITED OF OMAHA6+ 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.
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 | $17,384 | $55,636-68.8% | $81,983-78.8% | $73,488-76.3% |
| Participation rate | 41.6% | 62.3%-20.7pp | 69.2%-27.6pp | 70.7%-29.1pp |
| Annual return | 17.11% | 19.07%-2.0pp | 41.31%-24.2pp | 28.51%-11.4pp |
| Employer contribution / active EE | $150 | $1,625-90.8% | $2,498-94.0% | $2,270-93.4% |
| Participant deferral / active EE | $1,929 | $2,762-30.2% | $3,722-48.2% | $3,740-48.4% |
| Admin fee / account holder | $42 | $493-91.6% | $5,664-99.3% | $513-91.9% |