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 | $3,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,602 | $50,958-69.4% | $74,550-79.1% | $64,186-75.7% |
| Participation rate | 73.9% | 61.1%+12.9pp | 69.1%+4.8pp | 69.6%+4.3pp |
| Annual return | -6.08% | -1.86%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $305 | $1,115-72.6% | $1,961-84.4% | $2,381-87.2% |
| Participant deferral / active EE | $1,504 | $2,301-34.6% | $3,108-51.6% | $3,470-56.6% |
| Admin fee / account holder | $38 | $4,223-99.1% | $5,060-99.2% | $4,888-99.2% |