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 OMAHA5+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $4,475 |
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 | $27,966 | $47,922-41.6% | $75,886-63.1% | $65,185-57.1% |
| Participation rate | 81.5% | 63.0%+18.5pp | 69.3%+12.2pp | 70.2%+11.3pp |
| Annual return | 19.77% | 24.12%-4.4pp | 30.76%-11.0pp | 29.38%-9.6pp |
| Employer contribution / active EE | $541 | $1,557-65.3% | $2,500-78.4% | $2,177-75.2% |
| Participant deferral / active EE | $2,790 | $2,550+9.4% | $3,603-22.6% | $3,514-20.6% |
| Admin fee / account holder | $16 | $532-97.1% | $5,418-99.7% | $847-98.2% |