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 OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,060 | $31,388-58.4% | $73,545-82.2% | $62,292-79.0% |
| Participation rate | 13.9% | 39.9%-26.0pp | 54.9%-41.1pp | 69.5%-55.7pp |
| Annual return | 23.62% | 25.34%-1.7pp | -15.16%+38.8pp | 28.90%-5.3pp |
| Employer contribution / active EE | $266 | $498-46.7% | $1,219-78.2% | $2,042-87.0% |
| Participant deferral / active EE | $379 | $1,028-63.1% | $1,806-79.0% | $3,169-88.0% |
| Admin fee / account holder | $10 | $299-96.8% | $2,320-99.6% | $479-98.0% |