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 OMAHA3 years Service code 15 · EIN 47-0322111 | Recordkeeping | $800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,064 | $51,197+1.7% | $82,719-37.1% | $66,914-22.2% |
| Participation rate | 46.5% | 67.8%-21.3pp | 72.6%-26.1pp | 69.8%-23.3pp |
| Annual return | -14.13% | -9.64%-4.5pp | 701.18%-715.3pp | 1.58%-15.7pp |
| Employer contribution / active EE | $788 | $2,611-69.8% | $3,009-73.8% | $2,544-69.0% |
| Participant deferral / active EE | $2,292 | $3,458-33.7% | $4,395-47.8% | $4,237-45.9% |
| Admin fee / account holder | $9 | $416-97.9% | $5,329-99.8% | $593-98.5% |