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 BANK8+ years Filed as: NICOLET NATIONAL BANK RETIRMENT PL Service code 16 · EIN 39-1990426 | Consulting | $96,383 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,545 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $10,290 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,851 | $71,142+47.4% | $119,609-12.3% | $64,808+61.8% |
| Participation rate | 97.2% | 78.6%+18.6pp | 79.3%+18.0pp | 71.5%+25.8pp |
| Annual return | -17.30% | -10.01%-7.3pp | -14.97%-2.3pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,128 | $2,497-14.8% | $4,232-49.7% | $2,506-15.1% |
| Participant deferral / active EE | $6,166 | $4,490+37.3% | $5,602+10.1% | $4,310+43.0% |
| Admin fee / account holder | $240 | $162+48.2% | $10,323-97.7% | $188+27.9% |