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 FREMONT3+ years Service code 15 · EIN 47-6090896 PO BOX 169 · FREMONT, NE 680260169 | Recordkeeping | $13,965 |
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 | $8,346 | $51,466-83.8% | $78,778-89.4% | $62,292-86.6% |
| Participation rate | 93.3% | 59.8%+33.5pp | 69.2%+24.1pp | 69.5%+23.7pp |
| Annual return | 33.02% | 19.96%+13.1pp | 35.62%-2.6pp | 28.90%+4.1pp |
| Employer contribution / active EE | $1,554 | $827+87.9% | $1,986-21.7% | $2,042-23.9% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |