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 BANK3 years Service code 55 111 N WASHINGTON ST · GREEN BAY, WI 54305 | Other Commissions | $33,153 |
Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,568 |
RETIREMENT STRATEGIES, INC.5+ years Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $10,000 |
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 | $84,757 | $66,310+27.8% | $93,606-9.5% | $65,185+30.0% |
| Participation rate | 95.9% | 74.0%+21.9pp | 75.8%+20.1pp | 70.2%+25.7pp |
| Annual return | 22.07% | 42.58%-20.5pp | 32.76%-10.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,851 | $2,012-8.0% | $2,718-31.9% | $2,177-14.9% |
| Participant deferral / active EE | $4,478 | $3,342+34.0% | $4,069+10.1% | $3,514+27.4% |
| Admin fee / account holder | $165 | $6,897-97.6% | $7,888-97.9% | $847-80.5% |