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 15 · EIN 47-0322111 | Recordkeeping | $1,275 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $174,604 | $549,947-68.3% | $177,821-1.8% | - |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.7%+5.2pp | - |
| Annual return | 14.54% | 10.27%+4.3pp | 48.32%-33.8pp | - |
| Employer contribution / active EE | $2,774 | $3,110-10.8% | $5,918-53.1% | - |
| Participant deferral / active EE | $4,091 | $4,796-14.7% | $7,714-47.0% | - |
| Admin fee / account holder | $10 | $57,220-100.0% | $12,427-99.9% | - |