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 | $1,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,700 | $86,332-63.3% | $125,175-74.7% | $65,185-51.4% |
| Participation rate | 70.2% | 75.3%-5.2pp | 79.8%-9.6pp | 70.2%0pp |
| Annual return | 23.61% | 27.43%-3.8pp | 43.79%-20.2pp | 29.38%-5.8pp |
| Employer contribution / active EE | $1,085 | $2,040-46.8% | $3,865-71.9% | $2,177-50.1% |
| Participant deferral / active EE | $2,604 | $3,537-26.4% | $4,937-47.3% | $3,514-25.9% |
| Admin fee / account holder | $12 | $609-98.1% | $9,702-99.9% | $847-98.6% |