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 | $6,873 |
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 | $21,584 | $40,522-46.7% | $84,611-74.5% | $67,579-68.1% |
| Participation rate | 64.1% | 51.1%+13.0pp | 68.2%-4.1pp | 71.3%-7.1pp |
| Annual return | 27.38% | 32.72%-5.3pp | 258.74%-231.4pp | 378.56%-351.2pp |
| Employer contribution / active EE | $362 | $1,146-68.4% | $2,652-86.4% | $2,148-83.2% |
| Participant deferral / active EE | $2,153 | $2,132+1.0% | $3,899-44.8% | $3,539-39.2% |
| Admin fee / account holder | $28 | $145-80.6% | $4,912-99.4% | $142-80.2% |