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 | $1,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,403 | $67,703-87.6% | $127,761-93.4% | $65,185-87.1% |
| Participation rate | 54.5% | 74.5%-19.9pp | 79.0%-24.4pp | 70.2%-15.7pp |
| Annual return | 29.95% | 24.36%+5.6pp | 26.14%+3.8pp | 29.38%+0.6pp |
| Employer contribution / active EE | $1,569 | $3,724-57.9% | $4,574-65.7% | $2,177-27.9% |
| Participant deferral / active EE | $2,269 | $4,787-52.6% | $6,021-62.3% | $3,514-35.4% |
| Admin fee / account holder | $26 | $618-95.8% | $9,395-99.7% | $847-97.0% |