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 OMAHA5+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $8,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,256 | $43,133-43.8% | $89,391-72.9% | $73,488-67.0% |
| Participation rate | 65.4% | 55.0%+10.4pp | 68.0%-2.6pp | 70.7%-5.3pp |
| Annual return | 14.88% | 135.66%-120.8pp | 245.62%-230.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,217 | $2,445-9.3% | $3,890-43.0% | $3,740-40.7% |
| Admin fee / account holder | $38 | $444-91.5% | $4,881-99.2% | $513-92.6% |