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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $87,056 |
OLD NATIONAL TRUST COMPANY8+ years Service code 27 · EIN 35-1799335 | Advisory (Plan) | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,866 | $72,254-6.1% | $86,677-21.7% | $64,808+4.7% |
| Participation rate | 92.1% | 80.4%+11.6pp | 76.6%+15.5pp | 71.5%+20.6pp |
| Annual return | -16.07% | 392.42%-408.5pp | 35.91%-52.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $953 | $2,393-60.2% | $2,836-66.4% | $2,506-62.0% |
| Participant deferral / active EE | $3,104 | $4,658-33.4% | $4,656-33.3% | $4,310-28.0% |
| Admin fee / account holder | $129 | $174-25.7% | $7,493-98.3% | $188-31.2% |