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 |
|---|---|---|
FIRST NATIONAL BANK FREMONT1+ years Service code 15 · EIN 47-6090896 PO BOX 169 · FREMONT, NE 680260169 | Recordkeeping | $13,904 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,595 | $39,245-83.2% | $64,105-89.7% | $52,331-87.4% |
| Participation rate | 85.9% | 58.2%+27.6pp | 68.2%+17.7pp | 68.1%+17.8pp |
| Annual return | 8.86% | 14.79%-5.9pp | 791.24%-782.4pp | 4.54%+4.3pp |
| Employer contribution / active EE | $847 | $736+15.1% | $1,820-53.4% | $1,882-55.0% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $2,822-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |