See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: OLD NATIONAL BANK Service code 27 · EIN 36-1495255 | Advisory (Plan) | $46,623 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,964 | $91,372+13.8% | $129,995-20.0% | $74,419+39.7% |
| Participation rate | 60.9% | 77.8%-16.9pp | 78.5%-17.6pp | 70.7%-9.8pp |
| Annual return | 16.92% | 23.21%-6.3pp | -137.18%+154.1pp | 34.38%-17.5pp |
| Employer contribution / active EE | $2,538 | $2,563-1.0% | $4,320-41.2% | $2,637-3.8% |
| Participant deferral / active EE | $4,422 | $4,721-6.3% | $5,820-24.0% | $4,528-2.4% |
| Admin fee / account holder | $169 | $283-40.2% | $10,614-98.4% | $348-51.3% |