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 OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,465 | $76,670+33.6% | $96,683+6.0% | $71,457+43.4% |
| Participation rate | 52.3% | 66.6%-14.3pp | 74.3%-22.0pp | 67.9%-15.6pp |
| Annual return | 14.37% | 48.29%-33.9pp | 35.69%-21.3pp | 28.85%-14.5pp |
| Employer contribution / active EE | $2,219 | $3,031-26.8% | $3,737-40.6% | $2,588-14.2% |
| Participant deferral / active EE | $6,359 | $3,771+68.6% | $4,878+30.3% | $4,289+48.3% |
| Admin fee / account holder | $366 | $2,028-81.9% | $6,730-94.6% | $1,587-76.9% |