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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,832 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $42,960 |
Filed as: RETIREMENT STRATEGIES, LLC Service code 13 107 W MAIN STREET · LITTLE CHUTE, WI 54140 | Contract Administrator | $8,333 |
NICOLET NATIONAL BANK8 years Service code 99 111 N WASHINGTON ST · GREEN BAY, WI 54305 | Other Fees | $3,607 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,348 | $78,485+13.8% | $106,213-15.9% | $74,495+19.9% |
| Participation rate | 96.0% | 72.8%+23.2pp | 75.3%+20.7pp | 67.2%+28.8pp |
| Annual return | 15.60% | 15.95%-0.4pp | 116.14%-100.5pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $5,228 | $2,523+107.2% | $3,171+64.8% | $2,623+99.3% |
| Participant deferral / active EE | $6,497 | $4,322+50.3% | $5,016+29.5% | $4,346+49.5% |
| Admin fee / account holder | $511 | $2,232-77.1% | $11,033-95.4% | $1,942-73.7% |