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 OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $2,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,112 | $49,808-23.5% | $95,745-60.2% | $74,419-48.8% |
| Participation rate | 35.1% | 66.6%-31.5pp | 72.3%-37.2pp | 70.7%-35.6pp |
| Annual return | 19.38% | 24.91%-5.5pp | 28.35%-9.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $953 | $1,639-41.9% | $2,835-66.4% | $2,637-63.9% |
| Participant deferral / active EE | $1,769 | $3,739-52.7% | $4,245-58.3% | $4,528-60.9% |
| Admin fee / account holder | $15 | $311-95.3% | $5,678-99.7% | $348-95.8% |