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 | $88,083+3.9% | $164,813-44.5% | $74,495+22.9% |
| Participation rate | 93.8% | 73.0%+20.8pp | 78.6%+15.2pp | 67.2%+26.6pp |
| Annual return | 20.91% | 17.26%+3.6pp | 69.93%-49.0pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $3,956 | $2,593+52.5% | $4,341-8.9% | $2,623+50.8% |
| Participant deferral / active EE | $6,910 | $4,498+53.6% | $6,031+14.6% | $4,346+59.0% |
| Admin fee / account holder | $264 | $2,234-88.2% | $12,690-97.9% | $1,942-86.4% |