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 OMAHA2 years Service code 15 · EIN 47-0322111 | Recordkeeping | $3,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,764 | $71,516-31.8% | $98,439-50.5% | $71,457-31.8% |
| Participation rate | 83.5% | 72.7%+10.8pp | 75.2%+8.3pp | 67.9%+15.5pp |
| Annual return | 17.71% | 32.41%-14.7pp | 21.16%-3.5pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,980 | $2,399-17.4% | $3,048-35.0% | $2,588-23.5% |
| Participant deferral / active EE | $3,696 | $4,109-10.0% | $4,738-22.0% | $4,289-13.8% |
| Admin fee / account holder | $23 | $1,675-98.6% | $8,948-99.7% | $1,587-98.5% |