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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.
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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA4+ years Service code 15 · EIN 47-0322111 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Recordkeeping | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,317 | $43,999-56.1% | $79,464-75.7% | $55,725-65.3% |
| Participation rate | 63.8% | 66.9%-3.2pp | 73.3%-9.6pp | 70.9%-7.1pp |
| Annual return | -7.16% | 1.81%-9.0pp | 718.14%-725.3pp | 244.93%-252.1pp |
| Employer contribution / active EE | $479 | $1,830-73.8% | $2,800-82.9% | $2,078-76.9% |
| Participant deferral / active EE | $1,264 | $2,538-50.2% | $3,704-65.9% | $3,356-62.3% |
| Admin fee / account holder | $0 | $118-100.0% | $5,113-100.0% | $115-100.0% |