See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2 years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,751 | $63,745+14.1% | $98,442-26.1% | $79,386-8.4% |
| Participation rate | 44.6% | 69.9%-25.3pp | 73.3%-28.7pp | 70.7%-26.1pp |
| Annual return | 13.24% | 625.80%-612.6pp | 1492.73%-1479.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $794 | $2,557-68.9% | $2,960-73.2% | $2,427-67.3% |
| Participant deferral / active EE | $2,110 | $3,303-36.1% | $4,276-50.7% | $4,046-47.8% |
| Admin fee / account holder | $17 | $516-96.7% | $5,949-99.7% | $626-97.3% |