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 |
|---|---|---|
OLD SECOND BANK2+ years Service code 21 · EIN 36-1577458 | Bank Trustee | $28,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,270 | $23,385+102.1% | $69,182-31.7% | $57,658-18.0% |
| Participation rate | 32.3% | 37.9%-5.6pp | 55.1%-22.8pp | 70.2%-37.9pp |
| Annual return | 5.48% | -659.34%+664.8pp | -21.93%+27.4pp | 5.13%+0.3pp |
| Employer contribution / active EE | $419 | $422-0.9% | $1,206-65.3% | $1,974-78.8% |
| Participant deferral / active EE | $621 | $843-26.3% | $1,897-67.2% | $3,061-79.7% |
| Admin fee / account holder | $320 | $82+289.6% | $2,697-88.1% | $95+238.4% |