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 OMAHA9+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $19,799 |
WRIGHT FORD YOUNG & CO4 years Service code 10 · EIN 95-3288054 | Accounting | $18,248 |
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.
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 | $66,906 | $57,570+16.2% | $121,098-44.8% | $80,160-16.5% |
| Participation rate | 25.8% | 58.8%-33.0pp | 69.5%-43.7pp | 72.9%-47.2pp |
| Annual return | 16.08% | 20.42%-4.3pp | 985.75%-969.7pp | 40.38%-24.3pp |
| Employer contribution / active EE | $13 | $2,119-99.4% | $4,164-99.7% | $2,978-99.6% |
| Participant deferral / active EE | $1,133 | $3,092-63.4% | $4,080-72.2% | $5,017-77.4% |
| Admin fee / account holder | $83 | $121-31.6% | $5,644-98.5% | $145-42.8% |