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 | $725 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,059 | $59,805-54.8% | $79,550-66.0% | $68,494-60.5% |
| Participation rate | 37.4% | 61.1%-23.7pp | 69.5%-32.1pp | 67.9%-30.5pp |
| Annual return | -18.26% | -12.30%-6.0pp | 0.16%-18.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $283 | $1,505-81.2% | $2,413-88.3% | $2,596-89.1% |
| Participant deferral / active EE | $1,412 | $3,024-53.3% | $3,985-64.6% | $4,027-64.9% |
| Admin fee / account holder | $14 | $4,835-99.7% | $6,832-99.8% | $5,403-99.7% |