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 OMAHA8+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $9,727 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,718 | $47,898-69.3% | $117,472-87.5% | $64,808-77.3% |
| Participation rate | 66.6% | 61.9%+4.7pp | 70.6%-4.0pp | 71.5%-4.9pp |
| Annual return | -15.71% | -15.54%-0.2pp | 29.74%-45.4pp | 32.82%-48.5pp |
| Employer contribution / active EE | $318 | $1,774-82.1% | $4,176-92.4% | $2,506-87.3% |
| Participant deferral / active EE | $1,059 | $3,151-66.4% | $4,070-74.0% | $4,310-75.4% |
| Admin fee / account holder | $28 | $132-78.4% | $5,645-99.5% | $188-84.9% |