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 26 · EIN 39-1990426 | Advisory (Participants) | $32,569 |
ALERUS FINANCIAL, N.A.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $22,888 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,791 | $88,890-59.7% | $102,423-65.1% | $77,643-53.9% |
| Participation rate | 82.3% | 80.9%+1.4pp | 76.5%+5.8pp | 70.6%+11.8pp |
| Annual return | 15.78% | 24.98%-9.2pp | 29.32%-13.5pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,504 | $2,698-44.2% | $3,023-50.2% | $2,726-44.8% |
| Participant deferral / active EE | $2,645 | $5,145-48.6% | $5,053-47.7% | $4,647-43.1% |
| Admin fee / account holder | $205 | $235-13.1% | $9,451-97.8% | $430-52.5% |