See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA8+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $3,001 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,414 | $63,442-45.8% | $68,791-50.0% | $66,914-48.6% |
| Participation rate | 85.9% | 60.0%+26.0pp | 69.0%+16.9pp | 69.8%+16.1pp |
| Annual return | -17.54% | -8.29%-9.3pp | -6.38%-11.2pp | 1.58%-19.1pp |
| Employer contribution / active EE | $790 | $1,775-55.5% | $2,655-70.3% | $2,544-69.0% |
| Participant deferral / active EE | $3,731 | $2,945+26.7% | $3,941-5.3% | $4,237-12.0% |
| Admin fee / account holder | $20 | $577-96.6% | $4,932-99.6% | $593-96.7% |