Filed January 3, 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 |
|---|---|---|
ASSOCIATED TRUST COMPANY1 year Service code 15 · EIN 30-0219031 | Recordkeeping | $16,427 |
NICOLET NATIONAL BANK1 year Service code 26 · EIN 39-1990426 | Advisory (Participants) | $11,793 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,646 | $51,045+20.8% | $70,515-12.6% | $71,457-13.7% |
| Participation rate | 78.6% | 59.4%+19.2pp | 68.3%+10.3pp | 67.9%+10.7pp |
| Annual return | 20.40% | 42.63%-22.2pp | 32.77%-12.4pp | 28.85%-8.4pp |
| Employer contribution / active EE | $699 | $1,790-61.0% | $2,973-76.5% | $2,588-73.0% |
| Participant deferral / active EE | $3,717 | $3,026+22.8% | $4,567-18.6% | $4,289-13.3% |
| Admin fee / account holder | $256 | $1,994-87.2% | $6,412-96.0% | $1,587-83.9% |