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 BANK5+ years Filed as: NICOLET NATIONAL BANK RETIRMENT PL Service code 16 · EIN 39-1990426 | Consulting | $71,346 |
Service code 37 · EIN 04-2647786 | Loan Processing | $67,345 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $8,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,566 | $69,159+36.7% | $125,175-24.5% | $67,579+39.9% |
| Participation rate | 97.7% | 78.2%+19.5pp | 79.8%+17.9pp | 71.3%+26.4pp |
| Annual return | 33.95% | 27.12%+6.8pp | 43.79%-9.8pp | 378.56%-344.6pp |
| Employer contribution / active EE | $2,082 | $2,023+2.9% | $3,865-46.1% | $2,148-3.0% |
| Participant deferral / active EE | $5,311 | $3,700+43.6% | $4,937+7.6% | $3,539+50.1% |
| Admin fee / account holder | $220 | $142+54.9% | $9,702-97.7% | $142+54.3% |