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 · EIN 39-1990426 | Advisory (Participants) | $22,151 |
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 46-0140105 | Recordkeeping | $10,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,612 | $62,928+13.8% | $172,739-58.5% | $67,579+6.0% |
| Participation rate | 23.8% | 64.5%-40.7pp | 82.6%-58.9pp | 71.3%-47.5pp |
| Annual return | 19.63% | 30.36%-10.7pp | 802.84%-783.2pp | 378.56%-358.9pp |
| Employer contribution / active EE | $359 | $1,636-78.0% | $5,143-93.0% | $2,148-83.3% |
| Participant deferral / active EE | $652 | $2,145-69.6% | $5,198-87.5% | $3,539-81.6% |
| Admin fee / account holder | $372 | $167+123.2% | $13,954-97.3% | $142+161.4% |