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 OMAHA2 years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,650 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,190 | $78,422-39.8% | $95,952-50.8% | $79,858-40.9% |
| Participation rate | 98.8% | 73.5%+25.3pp | 77.1%+21.7pp | 69.6%+29.2pp |
| Annual return | 13.03% | 19.37%-6.3pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,606 | $1,945+34.0% | $2,541+2.6% | $2,471+5.5% |
| Participant deferral / active EE | $7,629 | $3,440+121.8% | $4,167+83.1% | $3,740+104.0% |
| Admin fee / account holder | $10 | $5,622-99.8% | $6,795-99.9% | $5,306-99.8% |