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 BANK5 years Service code 55 111 N WASHINGTON ST · GREEN BAY, WI 54305 | Other Commissions | $49,415 |
Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,728 |
RETIREMENT STRATEGIES, INC.7+ 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 | $108,396 | $79,428+36.5% | $106,548+1.7% | $79,386+36.5% |
| Participation rate | 98.6% | 74.1%+24.4pp | 76.1%+22.4pp | 70.7%+27.9pp |
| Annual return | 13.55% | 18.27%-4.7pp | 26.80%-13.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $5,014 | $2,234+124.5% | $2,819+77.9% | $2,427+106.6% |
| Participant deferral / active EE | $5,985 | $3,823+56.6% | $4,398+36.1% | $4,046+47.9% |
| Admin fee / account holder | $213 | $523-59.3% | $7,407-97.1% | $626-66.0% |