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 OMAHA4+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $14,908 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,336 | $35,485-31.4% | $74,550-67.4% | $55,725-56.3% |
| Participation rate | 71.6% | 62.5%+9.1pp | 69.1%+2.5pp | 70.9%+0.8pp |
| Annual return | -6.09% | 0.72%-6.8pp | 32.53%-38.6pp | 244.93%-251.0pp |
| Employer contribution / active EE | $651 | $777-16.2% | $1,961-66.8% | $2,078-68.7% |
| Participant deferral / active EE | $1,649 | $2,181-24.4% | $3,108-46.9% | $3,356-50.9% |
| Admin fee / account holder | $50 | $114-56.5% | $5,060-99.0% | $115-56.9% |