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 | $29,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,834 | $407,990-87.1% | $121,196-56.4% | $75,289-29.8% |
| Participation rate | 42.3% | 59.5%-17.2pp | 71.7%-29.4pp | 72.4%-30.1pp |
| Annual return | -5.77% | 2.93%-8.7pp | 16.93%-22.7pp | -0.04%-5.7pp |
| Employer contribution / active EE | $717 | $1,846-61.2% | $4,022-82.2% | $2,405-70.2% |
| Participant deferral / active EE | $1,118 | $2,201-49.2% | $3,344-66.6% | $3,739-70.1% |
| Admin fee / account holder | $55 | $455-87.9% | $5,019-98.9% | $102-46.3% |