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 OMAHA8+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $36,676 |
Filed as: ADMIN ADVANTAGE Service code 50 C/O MUTUAL OF OMAHA RETIREMENT PLAN · OMAHA, NE 681030608 | Direct Payment | $1,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,612 | $39,973+46.6% | $79,550-26.3% | $77,904-24.8% |
| Participation rate | 88.9% | 64.6%+24.3pp | 69.5%+19.4pp | 73.7%+15.3pp |
| Annual return | -17.47% | 3.42%-20.9pp | 0.16%-17.6pp | 12.21%-29.7pp |
| Employer contribution / active EE | $1,979 | $1,088+81.9% | $2,413-18.0% | $2,848-30.5% |
| Participant deferral / active EE | $5,444 | $2,774+96.2% | $3,985+36.6% | $4,806+13.3% |
| Admin fee / account holder | $33 | $113-70.5% | $6,832-99.5% | $133-74.9% |