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 OMAHA5+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $3,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,971 | $40,385-85.2% | $80,569-92.6% | $74,419-92.0% |
| Participation rate | 19.5% | 47.4%-27.9pp | 67.0%-47.5pp | 70.7%-51.2pp |
| Annual return | 23.42% | 164.85%-141.4pp | 935.43%-912.0pp | 34.38%-11.0pp |
| Employer contribution / active EE | $251 | $1,496-83.2% | $2,723-90.8% | $2,637-90.5% |
| Participant deferral / active EE | $265 | $2,674-90.1% | $4,447-94.1% | $4,528-94.2% |
| Admin fee / account holder | $26 | $720-96.3% | $5,377-99.5% | $348-92.4% |