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 | $1,550 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,750 | $43,133+108.1% | $89,391+0.4% | $73,488+22.1% |
| Participation rate | 89.8% | 55.0%+34.9pp | 68.0%+21.9pp | 70.7%+19.2pp |
| Annual return | 16.22% | 135.66%-119.4pp | 245.62%-229.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,490 | $1,438+73.2% | $2,586-3.7% | $2,270+9.7% |
| Participant deferral / active EE | $5,469 | $2,445+123.7% | $3,890+40.6% | $3,740+46.2% |
| Admin fee / account holder | $26 | $444-94.1% | $4,881-99.5% | $513-94.9% |