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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,558 |
WIPFLI LLP4 years Service code 10 · EIN 39-0758449 | Accounting | $15,000 |
Filed as: OLD NATIONAL BANK Service code 27 · EIN 36-1495255 | Advisory (Plan) | $5,509 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,539 | $65,435-74.7% | $86,677-80.9% | $66,914-75.3% |
| Participation rate | 91.4% | 75.5%+16.0pp | 76.6%+14.9pp | 69.8%+21.6pp |
| Annual return | -20.50% | -10.89%-9.6pp | 35.91%-56.4pp | 1.58%-22.1pp |
| Employer contribution / active EE | $1,009 | $2,153-53.2% | $2,836-64.4% | $2,544-60.4% |
| Participant deferral / active EE | $2,814 | $4,100-31.4% | $4,656-39.5% | $4,237-33.6% |
| Admin fee / account holder | $251 | $642-60.9% | $7,493-96.7% | $593-57.7% |