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 OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,901 |
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 | $136,726 | $89,739+52.4% | $149,718-8.7% | $62,292+119.5% |
| Participation rate | 90.0% | 85.1%+4.9pp | 87.1%+2.9pp | 69.5%+20.5pp |
| Annual return | 18.23% | 21.01%-2.8pp | 1501.63%-1483.4pp | 28.90%-10.7pp |
| Employer contribution / active EE | $2,523 | $3,233-22.0% | $5,445-53.7% | $2,042+23.6% |
| Participant deferral / active EE | $3,992 | $4,797-16.8% | $6,569-39.2% | $3,169+26.0% |
| Admin fee / account holder | $17 | $551-96.9% | $11,283-99.8% | $479-96.4% |