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 | $1,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,727 | $58,512-57.7% | $84,015-70.6% | $72,985-66.1% |
| Participation rate | 55.6% | 61.2%-5.7pp | 69.0%-13.5pp | 69.5%-13.9pp |
| Annual return | 16.52% | 28.93%-12.4pp | 71.31%-54.8pp | 81.00%-64.5pp |
| Employer contribution / active EE | $105 | $1,163-91.0% | $1,983-94.7% | $2,440-95.7% |
| Participant deferral / active EE | $1,383 | $2,394-42.2% | $3,239-57.3% | $3,607-61.7% |
| Admin fee / account holder | $26 | $4,569-99.4% | $6,101-99.6% | $5,124-99.5% |