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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK1 year Filed as: NICOLET WEALTH MANAGEMENT Service code 27 · EIN 20-8764829 | Advisory (Plan) | $50,035 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 19 · EIN 46-5378846 | Securities Custodian | $37,707 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,873 | $168,082+43.9% | $150,045+61.2% | - |
| Participation rate | 93.9% | 71.4%+22.5pp | 82.3%+11.6pp | - |
| Annual return | 12.82% | 24.81%-12.0pp | 62.55%-49.7pp | - |
| Employer contribution / active EE | $0 | $3,603-100.0% | $4,693-100.0% | - |
| Participant deferral / active EE | $8,749 | $7,053+24.0% | $7,997+9.4% | - |
| Admin fee / account holder | $691 | $7,866-91.2% | $13,435-94.9% | - |