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 OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $5,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,328 | $31,424-28.9% | $81,478-72.6% | $69,631-67.9% |
| Participation rate | 57.7% | 50.8%+6.9pp | 68.0%-10.3pp | 70.7%-13.0pp |
| Annual return | 16.04% | 22.44%-6.4pp | 38.78%-22.7pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $301 | $1,029-70.8% | $2,568-88.3% | $2,032-85.2% |
| Participant deferral / active EE | $1,591 | $1,838-13.4% | $3,537-55.0% | $3,224-50.6% |
| Admin fee / account holder | $33 | $103-68.1% | $4,561-99.3% | $110-70.4% |