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 OMAHA2 years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,045 | $65,061-60.0% | $143,757-81.9% | $66,914-61.1% |
| Participation rate | 99.0% | 65.2%+33.8pp | 80.3%+18.7pp | 69.8%+29.2pp |
| Annual return | -21.48% | -11.14%-10.3pp | -0.04%-21.4pp | 1.58%-23.1pp |
| Employer contribution / active EE | $3,226 | $2,361+36.7% | $4,951-34.8% | $2,544+26.8% |
| Participant deferral / active EE | $3,718 | $2,919+27.4% | $5,637-34.0% | $4,237-12.3% |
| Admin fee / account holder | $9 | $502-98.3% | $14,673-99.9% | $593-98.5% |