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 55 111 N WASHINGTON ST · GREEN BAY, WI 54305 | Other Commissions | $27,349 |
Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,030 |
RETIREMENT STRATEGIES, INC.3+ years Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $10,000 |
SII INVESTMENTS INC3+ years Filed as: SII INVESTMENTS Service code 55 PO BOX 5097 · APPLETON, WI 54912 | Other Commissions | $4,763 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,953 | $63,299+27.9% | $91,001-11.0% | $62,292+30.0% |
| Participation rate | 97.9% | 73.3%+24.6pp | 75.6%+22.3pp | 69.5%+28.4pp |
| Annual return | 20.48% | 20.99%-0.5pp | 4.60%+15.9pp | 28.90%-8.4pp |
| Employer contribution / active EE | $1,751 | $1,807-3.1% | $2,456-28.7% | $2,042-14.3% |
| Participant deferral / active EE | $4,246 | $2,943+44.3% | $3,547+19.7% | $3,169+34.0% |
| Admin fee / account holder | $139 | $468-70.3% | $5,417-97.4% | $479-71.0% |