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 |
|---|---|---|
OLD NATIONAL TRUST COMPANY3+ years Service code 21 · EIN 35-0525700 P.O. BOX 2329 · BLOOMINGTON, IN 474022329 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,429 | $58,726-46.5% | $92,233-65.9% | $62,292-49.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.30% | 43.62%-32.3pp | 176.28%-165.0pp | 28.90%-17.6pp |
| Employer contribution / active EE | $3,289 | $2,392+37.5% | $3,679-10.6% | $2,042+61.1% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $133 | $556-76.2% | $5,194-97.4% | $479-72.3% |