See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 BANK7+ years Filed as: NICOLET NATIONAL BANK RETIRMENT PL Service code 16 · EIN 39-1990426 | Consulting | $99,756 |
Service code 37 · EIN 04-2647786 | Loan Processing | $61,955 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $8,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,680 | $86,225+56.2% | $146,665-8.2% | $86,799+55.2% |
| Participation rate | 97.2% | 78.0%+19.2pp | 80.1%+17.1pp | 72.3%+24.9pp |
| Annual return | 14.54% | 31.23%-16.7pp | 22.74%-8.2pp | 97.91%-83.4pp |
| Employer contribution / active EE | $2,160 | $2,392-9.7% | $4,136-47.8% | $2,405-10.2% |
| Participant deferral / active EE | $6,003 | $4,245+41.4% | $5,506+9.0% | $4,131+45.3% |
| Admin fee / account holder | $259 | $195+32.6% | $10,280-97.5% | $170+52.8% |