See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA6 years Service code 15 · EIN 47-0322111 | Recordkeeping | $4,616 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,083 | $65,435-58.6% | $86,677-68.8% | $66,914-59.5% |
| Participation rate | 94.7% | 75.5%+19.2pp | 76.6%+18.1pp | 69.8%+24.9pp |
| Annual return | -17.87% | -10.89%-7.0pp | 35.91%-53.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,874 | $2,153-13.0% | $2,836-33.9% | $2,544-26.4% |
| Participant deferral / active EE | $2,849 | $4,100-30.5% | $4,656-38.8% | $4,237-32.8% |
| Admin fee / account holder | $29 | $642-95.5% | $7,493-99.6% | $593-95.2% |