See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN CONSULTANTS LLC Service code 15 · EIN 26-4139433 125 S 4TH STREET · NORFOLK, NE 68702 | Recordkeeping | $11,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,336 | $26,549-34.7% | $61,373-71.8% | $66,914-74.1% |
| Participation rate | 27.4% | 38.1%-10.6pp | 52.6%-25.1pp | 69.8%-42.4pp |
| Annual return | -16.27% | -16.21%-0.1pp | 338.61%-354.9pp | 1.58%-17.8pp |
| Employer contribution / active EE | $321 | $651-50.8% | $1,159-72.4% | $2,544-87.4% |
| Participant deferral / active EE | $761 | $1,338-43.1% | $2,125-64.2% | $4,237-82.0% |
| Admin fee / account holder | $227 | $409-44.5% | $2,130-89.3% | $593-61.8% |