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 |
|---|---|---|
ALERUS FINANCIAL, N.A.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $28,450 |
NICOLET NATIONAL BANK2 years Service code 28 111 N WASHINGTON STREET · GREEN BAY, WI 54301 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,801 | $60,488-7.7% | $109,895-49.2% | $79,386-29.7% |
| Participation rate | 67.3% | 67.0%+0.2pp | 74.2%-6.9pp | 70.7%-3.4pp |
| Annual return | 12.72% | 189.57%-176.8pp | 29.45%-16.7pp | 116.85%-104.1pp |
| Employer contribution / active EE | $599 | $1,649-63.7% | $2,842-78.9% | $2,427-75.3% |
| Participant deferral / active EE | $2,006 | $3,220-37.7% | $4,048-50.4% | $4,046-50.4% |
| Admin fee / account holder | $313 | $605-48.3% | $6,066-94.8% | $626-50.1% |