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 | $7,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,274 | $63,299-72.7% | $91,001-81.0% | $62,292-72.3% |
| Participation rate | 44.4% | 73.3%-28.9pp | 75.6%-31.2pp | 69.5%-25.1pp |
| Annual return | 15.14% | 20.99%-5.8pp | 4.60%+10.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $491 | $1,807-72.8% | $2,456-80.0% | $2,042-75.9% |
| Participant deferral / active EE | $1,198 | $2,943-59.3% | $3,547-66.2% | $3,169-62.2% |
| Admin fee / account holder | $62 | $468-86.7% | $5,417-98.9% | $479-87.0% |