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 MANAGEMENT10+ years Service code 27 · EIN 35-1729164 | Advisory (Plan) | $33,355 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,451 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,483 | $87,870-25.5% | $113,168-42.1% | $74,304-11.9% |
| Participation rate | 95.4% | 70.7%+24.7pp | 76.6%+18.8pp | 60.3%+35.1pp |
| Annual return | 15.18% | 26.44%-11.3pp | 24.27%-9.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $2,996 | $2,277+31.6% | $2,975+0.7% | $2,241+33.7% |
| Participant deferral / active EE | $6,743 | $4,241+59.0% | $5,107+32.0% | $3,767+79.0% |
| Admin fee / account holder | $244 | $3,368-92.8% | $12,068-98.0% | $2,969-91.8% |