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 OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $3,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,392 | $80,968+30.2% | $96,544+9.2% | $75,163+40.2% |
| Participation rate | 90.2% | 71.8%+18.5pp | 76.0%+14.3pp | 67.2%+23.0pp |
| Annual return | 19.76% | 27.06%-7.3pp | 25.84%-6.1pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,892 | $2,282-17.1% | $2,965-36.2% | $2,670-29.1% |
| Participant deferral / active EE | $4,587 | $3,928+16.8% | $4,851-5.4% | $4,125+11.2% |
| Admin fee / account holder | $185 | $6,724-97.2% | $8,252-97.8% | $5,651-96.7% |