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 |
|---|---|---|
NICOLET NATIONAL BANK1 year Service code 27 · EIN 39-1990426 | Advisory (Plan) | $71,196 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $53,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,572 | $72,254-3.7% | $86,677-19.7% | $64,808+7.4% |
| Participation rate | 99.8% | 80.4%+19.4pp | 76.6%+23.2pp | 71.5%+28.3pp |
| Annual return | -13.78% | 392.42%-406.2pp | 35.91%-49.7pp | 32.82%-46.6pp |
| Employer contribution / active EE | $2,822 | $2,393+18.0% | $2,836-0.5% | $2,506+12.6% |
| Participant deferral / active EE | $4,197 | $4,658-9.9% | $4,656-9.8% | $4,310-2.6% |
| Admin fee / account holder | $236 | $174+35.4% | $7,493-96.9% | $188+25.4% |