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 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $5,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,505 | $56,767+34.8% | $101,794-24.8% | $85,563-10.6% |
| Participation rate | 31.1% | 57.6%-26.5pp | 69.2%-38.1pp | 66.0%-34.8pp |
| Annual return | 17.73% | 17.76%0pp | 30.53%-12.8pp | 31.51%-13.8pp |
| Employer contribution / active EE | $1,019 | $1,112-8.3% | $2,289-55.5% | $2,654-61.6% |
| Participant deferral / active EE | $1,653 | $2,720-39.2% | $4,084-59.5% | $4,375-62.2% |
| Admin fee / account holder | $46 | $1,098-95.8% | $8,777-99.5% | $834-94.5% |