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 5-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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSUR AND ANN CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,988 |
NICOLET NATIONAL BANK5+ years Service code 99 · EIN 39-1990426 | Other Fees | $0 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS CO., INC. Service code 49 · EIN 39-1894140 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,981 | $65,908+4.7% | $81,812-15.7% | $77,643-11.2% |
| Participation rate | 39.9% | 65.8%-25.9pp | 72.3%-32.4pp | 70.6%-30.7pp |
| Annual return | 20.40% | 26.64%-6.2pp | 773.79%-753.4pp | 31.24%-10.8pp |
| Employer contribution / active EE | $1,495 | $2,370-36.9% | $2,912-48.7% | $2,726-45.1% |
| Participant deferral / active EE | $3,390 | $3,505-3.3% | $4,319-21.5% | $4,647-27.1% |
| Admin fee / account holder | $101 | $526-80.8% | $7,386-98.6% | $430-76.5% |