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 7-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 | $100 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,569 | $49,138-74.4% | $84,015-85.0% | $65,185-80.7% |
| Participation rate | 15.1% | 60.7%-45.6pp | 69.0%-53.9pp | 70.2%-55.1pp |
| Annual return | 25.80% | 23.00%+2.8pp | 71.31%-45.5pp | 29.38%-3.6pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $715 | $2,397-70.2% | $3,239-77.9% | $3,514-79.7% |
| Admin fee / account holder | $4 | $543-99.2% | $6,101-99.9% | $847-99.5% |