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 | $9,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,565 | $29,369-50.4% | $77,482-81.2% | $73,409-80.2% |
| Participation rate | 18.6% | 37.9%-19.3pp | 54.2%-35.6pp | 72.2%-53.6pp |
| Annual return | 13.16% | 358.15%-345.0pp | 54.79%-41.6pp | 59.29%-46.1pp |
| Employer contribution / active EE | $210 | $406-48.3% | $986-78.7% | $2,234-90.6% |
| Participant deferral / active EE | $294 | $941-68.7% | $1,861-84.2% | $3,805-92.3% |
| Admin fee / account holder | $151 | $123+22.8% | $2,858-94.7% | $158-4.6% |