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 |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,007 |
OLD NATIONAL TRUST COMPANY1+ years Service code 27 · EIN 35-1799335 | Advisory (Plan) | $40,000 |
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 | $52,968 | $72,770-27.2% | $67,652-21.7% | $55,191-4.0% |
| Participation rate | 86.0% | 78.8%+7.2pp | 75.7%+10.4pp | 69.2%+16.9pp |
| Annual return | -1.08% | -3.26%+2.2pp | 6625.04%-6626.1pp | 10.78%-11.9pp |
| Employer contribution / active EE | $746 | $1,769-57.9% | $2,266-67.1% | $1,899-60.7% |
| Participant deferral / active EE | $2,285 | $3,408-33.0% | $3,560-35.8% | $3,046-25.0% |
| Admin fee / account holder | $112 | $79+42.3% | $4,821-97.7% | $91+23.6% |