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 OMAHA6+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,700 |
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 | $29,261 | $55,636-47.4% | $81,983-64.3% | $73,488-60.2% |
| Participation rate | 80.0% | 62.3%+17.7pp | 69.2%+10.8pp | 70.7%+9.3pp |
| Annual return | 13.79% | 19.07%-5.3pp | 41.31%-27.5pp | 28.51%-14.7pp |
| Employer contribution / active EE | $443 | $1,625-72.7% | $2,498-82.2% | $2,270-80.5% |
| Participant deferral / active EE | $2,605 | $2,762-5.7% | $3,722-30.0% | $3,740-30.3% |
| Admin fee / account holder | $10 | $493-98.0% | $5,664-99.8% | $513-98.1% |