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 BANK1 year Service code 28 111 N WASHINGTON STREET · GREEN BAY, WI 54301 | Investment Management | $15,229 |
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,026 | $55,214+1.5% | $104,607-46.4% | $73,488-23.8% |
| Participation rate | 59.3% | 67.8%-8.6pp | 74.1%-14.8pp | 70.7%-11.4pp |
| Annual return | 12.15% | 24.79%-12.6pp | 340.46%-328.3pp | 28.51%-16.4pp |
| Employer contribution / active EE | $128 | $1,468-91.3% | $2,681-95.2% | $2,270-94.4% |
| Participant deferral / active EE | $2,084 | $2,925-28.7% | $3,740-44.3% | $3,740-44.3% |
| Admin fee / account holder | $302 | $424-28.6% | $6,473-95.3% | $513-41.1% |