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 OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $6,600 |
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).
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 | $18,643 | $44,473-58.1% | $76,523-75.6% | $55,725-66.5% |
| Participation rate | 64.4% | 51.0%+13.4pp | 68.0%-3.6pp | 70.9%-6.4pp |
| Annual return | -5.08% | -2.01%-3.1pp | -0.27%-4.8pp | 244.93%-250.0pp |
| Employer contribution / active EE | $364 | $1,101-67.0% | $2,647-86.3% | $2,078-82.5% |
| Participant deferral / active EE | $1,989 | $1,988+0.1% | $3,835-48.1% | $3,356-40.7% |
| Admin fee / account holder | $31 | $134-76.8% | $4,848-99.4% | $115-73.0% |