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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $100,562 |
Filed as: OLD NATIONAL TRUST CO. Service code 27 · EIN 35-1799335 | Advisory (Plan) | $50,000 |
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 | $85,425 | $79,519+7.4% | $95,952-11.0% | $73,409+16.4% |
| Participation rate | 91.7% | 81.2%+10.5pp | 77.1%+14.6pp | 72.2%+19.5pp |
| Annual return | 13.74% | 19.20%-5.5pp | 91.61%-77.9pp | 59.29%-45.6pp |
| Employer contribution / active EE | $881 | $2,048-57.0% | $2,541-65.3% | $2,234-60.6% |
| Participant deferral / active EE | $2,761 | $4,138-33.3% | $4,167-33.7% | $3,805-27.5% |
| Admin fee / account holder | $173 | $184-6.3% | $6,795-97.5% | $158+9.4% |