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 | $52,180 |
Filed as: OLD NATIONAL BANK Service code 27 · EIN 36-1495255 | Advisory (Plan) | $50,546 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,916 | $52,208+102.9% | $86,612+22.3% | $74,419+42.3% |
| Participation rate | 93.8% | 66.3%+27.4pp | 71.7%+22.1pp | 70.7%+23.0pp |
| Annual return | 18.25% | 44.46%-26.2pp | 591.07%-572.8pp | 34.38%-16.1pp |
| Employer contribution / active EE | $2,813 | $2,282+23.3% | $3,022-6.9% | $2,637+6.7% |
| Participant deferral / active EE | $8,218 | $3,383+142.9% | $4,438+85.2% | $4,528+81.5% |
| Admin fee / account holder | $264 | $319-17.1% | $5,614-95.3% | $348-24.0% |