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 OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $50 |
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).
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 | $16,300 | $65,041-74.9% | $90,951-82.1% | $79,858-79.6% |
| Participation rate | 16.7% | 61.6%-44.9pp | 69.0%-52.3pp | 69.6%-53.0pp |
| Annual return | 11.20% | 30.45%-19.3pp | 134.60%-123.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $688 | $2,512-72.6% | $3,373-79.6% | $3,740-81.6% |
| Admin fee / account holder | $2 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |