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 | $74,661+37.1% | $160,784-36.3% | $67,986+50.6% |
| Participation rate | 91.2% | 57.1%+34.1pp | 77.0%+14.2pp | 57.2%+34.0pp |
| Annual return | 16.51% | 28.83%-12.3pp | 1803.92%-1787.4pp | 31.67%-15.2pp |
| Employer contribution / active EE | $2,797 | $1,829+53.0% | $3,733-25.1% | $2,019+38.6% |
| Participant deferral / active EE | $6,439 | $3,681+74.9% | $6,293+2.3% | $3,358+91.8% |
| Admin fee / account holder | $411 | $3,959-89.6% | $9,717-95.8% | $3,203-87.2% |