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 | $23,350 |
WIPFLI LLP5 years Service code 10 · EIN 39-0758449 | Accounting | $12,000 |
Filed as: OLD NATIONAL BANK Service code 27 · EIN 36-1495255 | Advisory (Plan) | $5,659 |
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 | $20,699 | $76,050-72.8% | $96,544-78.6% | $71,457-71.0% |
| Participation rate | 91.0% | 74.4%+16.6pp | 76.0%+15.0pp | 67.9%+23.1pp |
| Annual return | 18.29% | 22.81%-4.5pp | 25.84%-7.5pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,143 | $2,244-49.1% | $2,965-61.4% | $2,588-55.8% |
| Participant deferral / active EE | $3,799 | $4,215-9.9% | $4,851-21.7% | $4,289-11.4% |
| Admin fee / account holder | $249 | $2,707-90.8% | $8,252-97.0% | $1,587-84.3% |