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 OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $1,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,628 | $99,957-60.4% | $149,696-73.5% | $73,488-46.1% |
| Participation rate | 86.1% | 75.7%+10.4pp | 82.5%+3.7pp | 70.7%+15.5pp |
| Annual return | 41.49% | 53.87%-12.4pp | 276.60%-235.1pp | 28.51%+13.0pp |
| Employer contribution / active EE | $1,462 | $3,191-54.2% | $4,644-68.5% | $2,270-35.6% |
| Participant deferral / active EE | $3,304 | $6,073-45.6% | $6,842-51.7% | $3,740-11.7% |
| Admin fee / account holder | $3 | $551-99.4% | $9,309-100.0% | $513-99.4% |