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 BANK3 years Service code 27 · EIN 39-1990426 | Advisory (Plan) | $86,291 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $66,354 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,054 | $88,890+2.4% | $102,423-11.1% | $77,643+17.3% |
| Participation rate | 99.2% | 80.9%+18.3pp | 76.5%+22.7pp | 70.6%+28.6pp |
| Annual return | 11.57% | 24.98%-13.4pp | 29.32%-17.7pp | 31.24%-19.7pp |
| Employer contribution / active EE | $3,751 | $2,698+39.1% | $3,023+24.1% | $2,726+37.6% |
| Participant deferral / active EE | $4,956 | $5,145-3.7% | $5,053-1.9% | $4,647+6.6% |
| Admin fee / account holder | $296 | $235+25.9% | $9,451-96.9% | $430-31.1% |