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 OMAHA9+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,207 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,188 | $51,045-62.4% | $70,515-72.8% | $71,457-73.1% |
| Participation rate | 41.5% | 59.4%-17.9pp | 68.3%-26.8pp | 67.9%-26.4pp |
| Annual return | 17.55% | 42.63%-25.1pp | 32.77%-15.2pp | 28.85%-11.3pp |
| Employer contribution / active EE | $258 | $1,790-85.6% | $2,973-91.3% | $2,588-90.0% |
| Participant deferral / active EE | $2,103 | $3,026-30.5% | $4,567-53.9% | $4,289-51.0% |
| Admin fee / account holder | $24 | $1,994-98.8% | $6,412-99.6% | $1,587-98.5% |