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 | $8,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,429 | $37,393-37.3% | $77,024-69.6% | $66,914-65.0% |
| Participation rate | 64.7% | 52.9%+11.8pp | 67.9%-3.2pp | 69.8%-5.1pp |
| Annual return | -16.47% | -3.29%-13.2pp | 42.32%-58.8pp | 1.58%-18.0pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,718 | $2,617+3.8% | $4,426-38.6% | $4,237-35.9% |
| Admin fee / account holder | $37 | $567-93.5% | $5,425-99.3% | $593-93.8% |