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 | $26,452 |
WIPFLI LLP6 years Service code 10 · EIN 39-0758449 | Accounting | $16,750 |
Filed as: OLD NATIONAL BANK Service code 27 · EIN 36-1495255 | Advisory (Plan) | $7,015 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,882 | $79,171-71.1% | $102,423-77.7% | $74,495-69.3% |
| Participation rate | 86.4% | 74.8%+11.6pp | 76.5%+9.9pp | 67.2%+19.2pp |
| Annual return | 12.24% | 54.93%-42.7pp | 29.32%-17.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $935 | $2,362-60.4% | $3,023-69.1% | $2,623-64.3% |
| Participant deferral / active EE | $3,298 | $4,415-25.3% | $5,053-34.7% | $4,346-24.1% |
| Admin fee / account holder | $269 | $2,001-86.5% | $9,451-97.2% | $1,942-86.1% |