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 6-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 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $5,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,889 | $53,901-83.5% | $134,143-93.4% | $73,488-87.9% |
| Participation rate | 62.6% | 62.8%-0.2pp | 72.2%-9.6pp | 70.7%-8.1pp |
| Annual return | 30.68% | 15.82%+14.9pp | 36.33%-5.7pp | 28.51%+2.2pp |
| Employer contribution / active EE | $979 | $1,458-32.9% | $3,704-73.6% | $2,270-56.9% |
| Participant deferral / active EE | $1,799 | $2,739-34.3% | $3,499-48.6% | $3,740-51.9% |
| Admin fee / account holder | $59 | $581-89.9% | $6,684-99.1% | $513-88.5% |