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 OMAHA5+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $16,371 |
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 | $28,293 | $40,174-29.6% | $84,015-66.3% | $67,579-58.1% |
| Participation rate | 70.9% | 62.7%+8.2pp | 69.0%+1.9pp | 71.3%-0.4pp |
| Annual return | 22.50% | 25.82%-3.3pp | 71.31%-48.8pp | 378.56%-356.1pp |
| Employer contribution / active EE | $725 | $808-10.3% | $1,983-63.5% | $2,148-66.3% |
| Participant deferral / active EE | $1,753 | $2,301-23.8% | $3,239-45.9% | $3,539-50.5% |
| Admin fee / account holder | $52 | $128-59.2% | $6,101-99.1% | $142-63.2% |