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 BANK7+ years Service code 21 111 NORTH WASHINGTON STREET · GREEN BAY, WI 54301 | Bank Trustee | $92,653 |
ALERUS FINANCIAL, N.A.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $16,950 |
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 | $214,559 | $65,061+229.8% | $143,757+49.3% | $66,914+220.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.43% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $11,178 | $2,361+373.5% | $4,951+125.8% | $2,544+339.3% |
| Participant deferral / active EE | $8,293 | $2,919+184.1% | $5,637+47.1% | $4,237+95.7% |
| Admin fee / account holder | $568 | $502+13.1% | $14,673-96.1% | $593-4.3% |