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 OMAHA6+ years Service code 37 · EIN 47-0322111 | Loan Processing | $19,717 |
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 | $39,553 | $64,286-38.5% | $90,951-56.5% | $73,409-46.1% |
| Participation rate | 74.0% | 63.6%+10.4pp | 69.0%+5.0pp | 72.2%+1.8pp |
| Annual return | 16.45% | 21.45%-5.0pp | 134.60%-118.1pp | 59.29%-42.8pp |
| Employer contribution / active EE | $723 | $895-19.1% | $2,122-65.9% | $2,234-67.6% |
| Participant deferral / active EE | $1,793 | $2,453-26.9% | $3,373-46.8% | $3,805-52.9% |
| Admin fee / account holder | $89 | $287-69.0% | $5,959-98.5% | $158-43.7% |