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 COMPANY4+ years Service code 27 · EIN 35-1799335 | Advisory (Plan) | $29,073 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,720 |
CROWE LLP4+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $8,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,805 | $35,485+71.4% | $74,550-18.4% | $55,725+9.1% |
| Participation rate | 69.8% | 62.5%+7.3pp | 69.1%+0.7pp | 70.9%-1.0pp |
| Annual return | -6.65% | 0.72%-7.4pp | 32.53%-39.2pp | 244.93%-251.6pp |
| Employer contribution / active EE | $1,086 | $777+39.7% | $1,961-44.6% | $2,078-47.7% |
| Participant deferral / active EE | $3,206 | $2,181+47.0% | $3,108+3.2% | $3,356-4.4% |
| Admin fee / account holder | $279 | $114+144.2% | $5,060-94.5% | $115+142.4% |