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 BANK10+ years Filed as: NICOLET NATIONAL BANK RETIRMENT PL Service code 16 · EIN 39-1990426 | Consulting | $111,716 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $26,738 |
BAKER TILLY US, LLP5 years Service code 10 3850 N ALVIN ST · APPLETON, WI 54913 | Accounting | $12,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,278 | $89,436+35.6% | $164,813-26.4% | $77,643+56.2% |
| Participation rate | 98.7% | 78.6%+20.0pp | 78.6%+20.1pp | 70.6%+28.1pp |
| Annual return | 21.80% | 28.83%-7.0pp | 69.93%-48.1pp | 31.24%-9.4pp |
| Employer contribution / active EE | $2,351 | $2,569-8.5% | $4,341-45.8% | $2,726-13.8% |
| Participant deferral / active EE | $6,146 | $4,897+25.5% | $6,031+1.9% | $4,647+32.2% |
| Admin fee / account holder | $182 | $339-46.4% | $12,690-98.6% | $430-57.7% |