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 | $1,600 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,687 | $65,376-27.1% | $87,100-45.2% | $65,185-26.8% |
| Participation rate | 82.4% | 75.3%+7.0pp | 76.9%+5.5pp | 70.2%+12.2pp |
| Annual return | 21.05% | 31.27%-10.2pp | 28.19%-7.1pp | 29.38%-8.3pp |
| Employer contribution / active EE | $2,145 | $1,822+17.7% | $2,521-14.9% | $2,177-1.5% |
| Participant deferral / active EE | $6,357 | $3,388+87.6% | $4,049+57.0% | $3,514+80.9% |
| Admin fee / account holder | $6 | $520-98.8% | $7,497-99.9% | $847-99.3% |