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 NATIONAL WEALTH MANAGEMENT8+ years Service code 27 · EIN 35-1729164 | Advisory (Plan) | $26,732 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $26,495 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,027 | $76,050-25.0% | $96,544-40.9% | $71,457-20.2% |
| Participation rate | 94.0% | 74.4%+19.6pp | 76.0%+18.0pp | 67.9%+26.1pp |
| Annual return | 13.01% | 22.81%-9.8pp | 25.84%-12.8pp | 28.85%-15.8pp |
| Employer contribution / active EE | $2,549 | $2,244+13.6% | $2,965-14.0% | $2,588-1.5% |
| Participant deferral / active EE | $5,972 | $4,215+41.7% | $4,851+23.1% | $4,289+39.3% |
| Admin fee / account holder | $211 | $2,707-92.2% | $8,252-97.4% | $1,587-86.7% |