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 COMPANY3+ years Service code 27 · EIN 35-1799335 | Advisory (Plan) | $37,350 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
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 | $160,340 | $80,753+98.6% | $136,294+17.6% | $62,292+157.4% |
| Participation rate | 86.2% | 73.5%+12.7pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 17.74% | 35.83%-18.1pp | 5155.94%-5138.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,955 | $2,884-32.2% | $4,695-58.4% | $2,042-4.3% |
| Participant deferral / active EE | $7,860 | $5,164+52.2% | $6,247+25.8% | $3,169+148.0% |
| Admin fee / account holder | $299 | $525-43.1% | $9,243-96.8% | $479-37.6% |