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 26 · EIN 39-1990426 | Advisory (Participants) | $21,483 |
ALERUS FINANCIAL, N.A.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $9,882 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,329 | $72,492-27.8% | $87,100-39.9% | $72,985-28.3% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.9%-0.8pp | 69.5%+6.6pp |
| Annual return | 21.97% | 24.46%-2.5pp | 28.19%-6.2pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,772 | $1,894-6.4% | $2,521-29.7% | $2,440-27.4% |
| Participant deferral / active EE | $3,448 | $3,270+5.4% | $4,049-14.8% | $3,607-4.4% |
| Admin fee / account holder | $341 | $5,055-93.3% | $7,497-95.5% | $5,124-93.4% |