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 FREMONT4+ years Service code 15 · EIN 47-6090896 PO BOX 169 · FREMONT, NE 680260169 | Recordkeeping | $22,889 |
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 | $35,678 | $35,485+0.5% | $74,550-52.1% | $55,725-36.0% |
| Participation rate | 35.8% | 62.5%-26.8pp | 69.1%-33.4pp | 70.9%-35.1pp |
| Annual return | -7.31% | 0.72%-8.0pp | 32.53%-39.8pp | 244.93%-252.2pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,230 | $2,181-43.6% | $3,108-60.4% | $3,356-63.4% |
| Admin fee / account holder | $179 | $114+56.4% | $5,060-96.5% | $115+55.3% |