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 BANK4 years Service code 55 111 N WASHINGTON ST · GREEN BAY, WI 54305 | Other Commissions | $38,995 |
Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,464 |
RETIREMENT STRATEGIES, INC.6+ years Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,772 | $70,908+42.1% | $98,907+1.9% | $73,488+37.1% |
| Participation rate | 97.3% | 73.8%+23.5pp | 76.0%+21.3pp | 70.7%+26.6pp |
| Annual return | 28.75% | 34.17%-5.4pp | 196.43%-167.7pp | 28.51%+0.2pp |
| Employer contribution / active EE | $4,199 | $2,036+106.2% | $2,689+56.2% | $2,270+85.0% |
| Participant deferral / active EE | $5,108 | $3,500+45.9% | $4,244+20.3% | $3,740+36.6% |
| Admin fee / account holder | $165 | $535-69.2% | $6,642-97.5% | $513-67.9% |