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 | $2,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,155 | $72,607-32.3% | $90,749-45.8% | $66,914-26.5% |
| Participation rate | 79.7% | 73.7%+6.0pp | 75.7%+4.0pp | 69.8%+9.9pp |
| Annual return | -14.18% | -12.28%-1.9pp | -12.16%-2.0pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,859 | $2,369-21.5% | $2,921-36.3% | $2,544-26.9% |
| Participant deferral / active EE | $3,474 | $3,977-12.7% | $4,564-23.9% | $4,237-18.0% |
| Admin fee / account holder | $20 | $707-97.2% | $8,445-99.8% | $593-96.7% |