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 | $3,864 |
Form 5500 reported that benefits due were not provided when due.
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 | $31,002 | $44,059-29.6% | $71,671-56.7% | $69,631-55.5% |
| Participation rate | 77.7% | 60.8%+17.0pp | 68.7%+9.0pp | 70.7%+7.1pp |
| Annual return | 15.51% | 21.97%-6.5pp | 20.65%-5.1pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $450 | $1,305-65.5% | $2,460-81.7% | $2,032-77.9% |
| Participant deferral / active EE | $2,346 | $2,370-1.0% | $3,438-31.8% | $3,224-27.2% |
| Admin fee / account holder | $14 | $108-87.2% | $5,558-99.8% | $110-87.5% |