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 |
|---|---|---|
Filed as: RETIREMENT PLAN CONSULTANTS LLC Service code 15 · EIN 26-4139433 125 S 4TH STREET · NORFOLK, NE 68702 | Recordkeeping | $6,816 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,011 | $28,109-57.3% | $71,086-83.1% | $56,287-78.7% |
| Participation rate | 21.1% | 40.4%-19.4pp | 54.7%-33.6pp | 69.9%-48.8pp |
| Annual return | -8.79% | -615.05%+606.3pp | 650.59%-659.4pp | -9.96%+1.2pp |
| Employer contribution / active EE | $368 | $558-34.0% | $1,088-66.2% | $2,111-82.6% |
| Participant deferral / active EE | $773 | $1,116-30.7% | $1,874-58.7% | $3,350-76.9% |
| Admin fee / account holder | $149 | $585-74.5% | $3,082-95.2% | $521-71.3% |