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 | $31,341 |
OLD NATIONAL WEALTH MANAGEMENT9+ years Service code 27 · EIN 35-1729164 | Advisory (Plan) | $29,593 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,057 | $79,171-16.6% | $102,423-35.5% | $74,495-11.3% |
| Participation rate | 97.5% | 74.8%+22.7pp | 76.5%+21.0pp | 67.2%+30.3pp |
| Annual return | 14.99% | 54.93%-39.9pp | 29.32%-14.3pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,901 | $2,362+22.8% | $3,023-4.0% | $2,623+10.6% |
| Participant deferral / active EE | $6,359 | $4,415+44.0% | $5,053+25.9% | $4,346+46.3% |
| Admin fee / account holder | $250 | $2,001-87.5% | $9,451-97.4% | $1,942-87.1% |