Filed February 14, 2022
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) | $22,120 |
ALERUS FINANCIAL, N.A.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $18,516 |
HAWKINS ASH CPAS5+ years Service code 10 · EIN 39-0912608 | Accounting | $5,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,728 | $46,423-61.8% | $75,886-76.6% | $67,579-73.8% |
| Participation rate | 54.1% | 63.1%-9.0pp | 69.3%-15.2pp | 71.3%-17.2pp |
| Annual return | 23.34% | 32.29%-9.0pp | 30.76%-7.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $285 | $1,406-79.7% | $2,500-88.6% | $2,148-86.7% |
| Participant deferral / active EE | $1,918 | $2,564-25.2% | $3,603-46.8% | $3,539-45.8% |
| Admin fee / account holder | $158 | $132+19.5% | $5,418-97.1% | $142+10.7% |