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 OMAHA2 years Service code 15 · EIN 47-0322111 | Recordkeeping | $575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,457 | $52,293-37.9% | $178,490-81.8% | $73,409-55.8% |
| Participation rate | 8.3% | 65.3%-57.0pp | 81.9%-73.6pp | 72.2%-63.8pp |
| Annual return | 12.37% | 34.75%-22.4pp | 151.07%-138.7pp | 59.29%-46.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $254 | $2,332-89.1% | $5,202-95.1% | $3,805-93.3% |
| Admin fee / account holder | $10 | $127-91.8% | $13,984-99.9% | $158-93.4% |