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 FREMONT5+ years Service code 15 · EIN 47-6090896 PO BOX 169 · FREMONT, NE 680260169 | Recordkeeping | $23,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $33,712 | $40,174-16.1% | $84,015-59.9% | $67,579-50.1% |
| Participation rate | 37.1% | 62.7%-25.6pp | 69.0%-31.9pp | 71.3%-34.2pp |
| Annual return | 19.74% | 25.82%-6.1pp | 71.31%-51.6pp | 378.56%-358.8pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,335 | $2,301-42.0% | $3,239-58.8% | $3,539-62.3% |
| Admin fee / account holder | $158 | $128+23.1% | $6,101-97.4% | $142+11.0% |