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 OMAHA7+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $450 |
UNITED OF OMAHA7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,708 | $61,156-92.3% | $185,823-97.5% | $79,386-94.1% |
| Participation rate | 39.0% | 66.6%-27.6pp | 81.7%-42.7pp | 70.7%-31.7pp |
| Annual return | 13.38% | 19.45%-6.1pp | 122.05%-108.7pp | 116.85%-103.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $680 | $2,789-75.6% | $5,568-87.8% | $4,046-83.2% |
| Admin fee / account holder | $25 | $710-96.5% | $16,237-99.8% | $626-96.0% |