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 26 111 N WASHINGTON ST. · GREEN BAY, WI 54301 | Advisory (Participants) | $36,748 |
PENSION INC.6 years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $24,485 |
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 | $102,396 | $81,625+25.4% | $167,512-38.9% | $74,304+37.8% |
| Participation rate | 91.2% | 60.0%+31.2pp | 77.1%+14.1pp | 60.3%+30.9pp |
| Annual return | 16.51% | 26.09%-9.6pp | 1615.79%-1599.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,797 | $2,010+39.2% | $3,882-27.9% | $2,241+24.8% |
| Participant deferral / active EE | $6,439 | $4,115+56.5% | $6,405+0.5% | $3,767+70.9% |
| Admin fee / account holder | $411 | $3,474-88.2% | $9,769-95.8% | $2,969-86.2% |