See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK3 years Service code 10 111 N. WASHINGTON ST · GREEN BAY, WI 54301 | Accounting | $49,868 |
ALERUS FINANCIAL, N.A.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,472 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,155 | $96,484-48.0% | $156,263-67.9% | $74,304-32.5% |
| Participation rate | 91.6% | 67.7%+23.9pp | 78.9%+12.7pp | 60.3%+31.2pp |
| Annual return | 11.91% | 17.73%-5.8pp | 59.47%-47.6pp | 29.43%-17.5pp |
| Employer contribution / active EE | $3,520 | $2,528+39.2% | $4,333-18.8% | $2,241+57.1% |
| Participant deferral / active EE | $5,595 | $4,286+30.5% | $6,158-9.1% | $3,767+48.5% |
| Admin fee / account holder | $206 | $3,728-94.5% | $14,255-98.6% | $2,969-93.1% |