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 | $850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,695 | $81,474-43.9% | $133,956-65.9% | $73,488-37.8% |
| Participation rate | 68.9% | 76.4%-7.5pp | 79.8%-11.0pp | 70.7%-1.8pp |
| Annual return | 16.41% | 19.40%-3.0pp | 45.09%-28.7pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,232 | $2,209-44.3% | $3,919-68.6% | $2,270-45.7% |
| Participant deferral / active EE | $3,028 | $3,786-20.0% | $5,048-40.0% | $3,740-19.0% |
| Admin fee / account holder | $11 | $713-98.5% | $8,927-99.9% | $513-97.8% |