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 BANK2 years Service code 27 · EIN 39-1990426 | Advisory (Plan) | $75,943 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $57,636 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,622 | $99,078-15.6% | $96,544-13.4% | $74,419+12.4% |
| Participation rate | 97.0% | 80.7%+16.4pp | 76.0%+21.1pp | 70.7%+26.3pp |
| Annual return | 16.15% | 22.48%-6.3pp | 25.84%-9.7pp | 34.38%-18.2pp |
| Employer contribution / active EE | $4,121 | $2,570+60.3% | $2,965+39.0% | $2,637+56.3% |
| Participant deferral / active EE | $4,852 | $4,933-1.6% | $4,8510% | $4,528+7.2% |
| Admin fee / account holder | $258 | $225+15.0% | $8,252-96.9% | $348-25.7% |