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 OMAHA4+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $4,525 |
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 | $23,328 | $42,396-45.0% | $67,313-65.3% | $56,287-58.6% |
| Participation rate | 81.9% | 61.0%+20.9pp | 69.1%+12.8pp | 69.9%+12.0pp |
| Annual return | -3.49% | -36.63%+33.1pp | -4.08%+0.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $459 | $1,414-67.5% | $2,566-82.1% | $2,111-78.2% |
| Participant deferral / active EE | $2,554 | $2,360+8.3% | $3,568-28.4% | $3,350-23.7% |
| Admin fee / account holder | $15 | $510-97.0% | $4,507-99.7% | $521-97.1% |