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 37 · EIN 47-0322111 | Loan Processing | $34,490 |
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 | $61,227 | $43,466+40.9% | $90,951-32.7% | $90,288-32.2% |
| Participation rate | 88.7% | 62.5%+26.3pp | 69.0%+19.7pp | 73.4%+15.4pp |
| Annual return | 16.01% | 25.26%-9.2pp | 134.60%-118.6pp | 53.97%-38.0pp |
| Employer contribution / active EE | $1,542 | $840+83.5% | $2,122-27.3% | $2,524-38.9% |
| Participant deferral / active EE | $4,192 | $2,138+96.1% | $3,373+24.3% | $4,232-0.9% |
| Admin fee / account holder | $31 | $92-66.6% | $5,959-99.5% | $114-73.1% |