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 OMAHA7+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $20,850 |
WRIGHT FORD YOUNG & CO2 years Service code 10 16140 SAND CANYON AVE · IRVINE, CA 92618 | Accounting | $13,515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,969 | $62,723+22.7% | $142,863-46.1% | $86,799-11.3% |
| Participation rate | 34.1% | 62.6%-28.5pp | 71.9%-37.9pp | 72.3%-38.2pp |
| Annual return | 12.16% | 17.62%-5.5pp | 5637.54%-5625.4pp | 97.91%-85.7pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $4,144-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $995 | $3,039-67.3% | $3,837-74.1% | $4,131-75.9% |
| Admin fee / account holder | $69 | $140-50.4% | $6,560-98.9% | $170-59.1% |