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 BANK1 year Service code 27 · EIN 39-1990426 | Advisory (Plan) | $116,544 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 | Accounting | $11,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,758 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,863 | $91,372+31.2% | $129,995-7.8% | $74,419+61.1% |
| Participation rate | 98.2% | 77.8%+20.4pp | 78.5%+19.7pp | 70.7%+27.5pp |
| Annual return | 19.95% | 23.21%-3.3pp | -137.18%+157.1pp | 34.38%-14.4pp |
| Employer contribution / active EE | $2,348 | $2,563-8.4% | $4,320-45.7% | $2,637-11.0% |
| Participant deferral / active EE | $6,303 | $4,721+33.5% | $5,820+8.3% | $4,528+39.2% |
| Admin fee / account holder | $191 | $283-32.6% | $10,614-98.2% | $348-45.1% |