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 OMAHA6+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,550 |
UNITED OF OMAHA6+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $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.
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 | $30,349 | $70,908-57.2% | $98,907-69.3% | $73,488-58.7% |
| Participation rate | 64.0% | 73.8%-9.8pp | 76.0%-12.1pp | 70.7%-6.7pp |
| Annual return | 3.74% | 34.17%-30.4pp | 196.43%-192.7pp | 28.51%-24.8pp |
| Employer contribution / active EE | $1,317 | $2,036-35.3% | $2,689-51.0% | $2,270-42.0% |
| Participant deferral / active EE | $2,816 | $3,500-19.5% | $4,244-33.7% | $3,740-24.7% |
| Admin fee / account holder | $30 | $535-94.4% | $6,642-99.5% | $513-94.1% |