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 | $1,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,512 | $54,541-78.9% | $78,778-85.4% | $70,131-83.6% |
| Participation rate | 78.5% | 60.8%+17.7pp | 69.2%+9.3pp | 69.5%+9.0pp |
| Annual return | 6.09% | 21.07%-15.0pp | 35.62%-29.5pp | 73.14%-67.0pp |
| Employer contribution / active EE | $317 | $1,089-70.9% | $1,986-84.0% | $2,342-86.5% |
| Participant deferral / active EE | $1,549 | $2,210-29.9% | $2,958-47.6% | $3,332-53.5% |
| Admin fee / account holder | $10 | $3,709-99.7% | $5,134-99.8% | $4,645-99.8% |