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 7-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 | $9,175 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,409 | $79,694-97.0% | $96,139-97.5% | $79,386-97.0% |
| Participation rate | 81.9% | 54.0%+28.0pp | 68.4%+13.5pp | 70.7%+11.2pp |
| Annual return | 11.91% | 40.84%-28.9pp | 191.94%-180.0pp | 116.85%-104.9pp |
| Employer contribution / active EE | $755 | $1,443-47.7% | $2,797-73.0% | $2,427-68.9% |
| Participant deferral / active EE | $786 | $2,539-69.0% | $4,349-81.9% | $4,046-80.6% |
| Admin fee / account holder | $40 | $630-93.6% | $5,537-99.3% | $626-93.6% |