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 60 · EIN 04-2647786 | Sub-TA Fees | $39,783 |
OLD NATIONAL WEALTH MANAGEMENT7+ years Service code 27 · EIN 35-1729164 | Advisory (Plan) | $32,012 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,972 | $65,435-12.9% | $86,677-34.3% | $66,914-14.9% |
| Participation rate | 89.7% | 75.5%+14.3pp | 76.6%+13.1pp | 69.8%+19.9pp |
| Annual return | -13.89% | -10.89%-3.0pp | 35.91%-49.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,672 | $2,153+24.1% | $2,836-5.8% | $2,544+5.0% |
| Participant deferral / active EE | $5,864 | $4,100+43.0% | $4,656+26.0% | $4,237+38.4% |
| Admin fee / account holder | $316 | $642-50.7% | $7,493-95.8% | $593-46.7% |