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 | $6,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,446 | $55,636-54.3% | $81,983-69.0% | $73,488-65.4% |
| Participation rate | 29.4% | 62.3%-32.9pp | 69.2%-39.9pp | 70.7%-41.3pp |
| Annual return | 17.76% | 19.07%-1.3pp | 41.31%-23.5pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,447 | $1,625-10.9% | $2,498-42.1% | $2,270-36.3% |
| Participant deferral / active EE | $1,683 | $2,762-39.1% | $3,722-54.8% | $3,740-55.0% |
| Admin fee / account holder | $73 | $493-85.2% | $5,664-98.7% | $513-85.8% |