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 26 · EIN 39-1990426 | Advisory (Participants) | $16,518 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $15,526 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-1233483 | Recordkeeping Fees | $9,438 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,125 | $76,050-59.1% | $96,544-67.8% | $71,457-56.4% |
| Participation rate | 86.0% | 74.4%+11.6pp | 76.0%+10.0pp | 67.9%+18.1pp |
| Annual return | 16.51% | 22.81%-6.3pp | 25.84%-9.3pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,344 | $2,244-40.1% | $2,965-54.7% | $2,588-48.1% |
| Participant deferral / active EE | $2,471 | $4,215-41.4% | $4,851-49.1% | $4,289-42.4% |
| Admin fee / account holder | $159 | $2,707-94.1% | $8,252-98.1% | $1,587-90.0% |