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 7-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 OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,800 |
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.
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 | $40,627 | $55,636-27.0% | $81,983-50.4% | $73,488-44.7% |
| Participation rate | 63.5% | 62.3%+1.2pp | 69.2%-5.8pp | 70.7%-7.2pp |
| Annual return | 10.17% | 19.07%-8.9pp | 41.31%-31.1pp | 28.51%-18.3pp |
| Employer contribution / active EE | $794 | $1,625-51.1% | $2,498-68.2% | $2,270-65.0% |
| Participant deferral / active EE | $1,801 | $2,762-34.8% | $3,722-51.6% | $3,740-51.8% |
| Admin fee / account holder | $19 | $493-96.2% | $5,664-99.7% | $513-96.3% |