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 BANK11+ years Filed as: NICOLET NATIONAL BANK RETIRMENT PL Service code 16 · EIN 39-1990426 | Consulting | $123,487 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,138 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $12,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,397 | $108,549+21.0% | $156,263-15.9% | $85,563+53.6% |
| Participation rate | 97.1% | 77.1%+20.0pp | 78.9%+18.2pp | 66.0%+31.1pp |
| Annual return | 17.63% | 21.79%-4.2pp | 59.47%-41.8pp | 31.51%-13.9pp |
| Employer contribution / active EE | $2,341 | $2,690-13.0% | $4,333-46.0% | $2,654-11.8% |
| Participant deferral / active EE | $6,261 | $4,800+30.4% | $6,158+1.7% | $4,375+43.1% |
| Admin fee / account holder | $186 | $650-71.4% | $14,255-98.7% | $834-77.7% |