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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $80,043 |
OLD NATIONAL TRUST COMPANY5+ years Service code 27 · EIN 35-1799335 | Advisory (Plan) | $30,000 |
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 | $71,038 | $73,404-3.2% | $87,100-18.4% | $67,579+5.1% |
| Participation rate | 94.0% | 80.9%+13.1pp | 76.9%+17.1pp | 71.3%+22.7pp |
| Annual return | 21.26% | 48.29%-27.0pp | 28.19%-6.9pp | 378.56%-357.3pp |
| Employer contribution / active EE | $820 | $2,014-59.3% | $2,521-67.5% | $2,148-61.8% |
| Participant deferral / active EE | $2,579 | $3,913-34.1% | $4,049-36.3% | $3,539-27.1% |
| Admin fee / account holder | $119 | $142-16.0% | $7,497-98.4% | $142-16.4% |