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 BANK1 year Filed as: OLD SECOND WEALTH MANAGEMENT Service code 27 · EIN 36-1577458 | Advisory (Plan) | $39,320 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,534 | $88,087+3.9% | $164,866-44.5% | $74,546+22.8% |
| Participation rate | 93.8% | 73.1%+20.8pp | 78.6%+15.2pp | 67.2%+26.6pp |
| Annual return | 20.91% | 17.27%+3.6pp | 69.97%-49.1pp | 1366.03%-1345.1pp |
| Employer contribution / active EE | $3,956 | $2,595+52.4% | $4,343-8.9% | $2,624+50.7% |
| Participant deferral / active EE | $6,910 | $4,499+53.6% | $6,033+14.5% | $4,347+58.9% |
| Admin fee / account holder | $264 | $2,232-88.2% | $12,689-97.9% | $1,944-86.4% |