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 | $700 |
UNITED OF OMAHA4+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
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 | $5,422 | $47,977-88.7% | $154,107-96.5% | $56,287-90.4% |
| Participation rate | 45.2% | 66.2%-20.9pp | 83.0%-37.8pp | 69.9%-24.6pp |
| Annual return | -3.87% | 3.54%-7.4pp | 735.12%-739.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $679 | $2,392-71.6% | $5,081-86.6% | $3,350-79.7% |
| Admin fee / account holder | $25 | $438-94.2% | $13,411-99.8% | $521-95.1% |