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 7-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 |
|---|---|---|
Filed as: OLD NATIONAL BANK Service code 21 2801 W JEFFERSON STREET · JOLIET, IL 60435 | Bank Trustee | $26,415 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,062 | $56,638+9.6% | $169,368-63.4% | $74,419-16.6% |
| Participation rate | 56.4% | 67.5%-11.2pp | 77.1%-20.8pp | 70.7%-14.4pp |
| Annual return | 18.64% | 24.75%-6.1pp | 405.60%-387.0pp | 34.38%-15.7pp |
| Employer contribution / active EE | $2,648 | $2,027+30.6% | $4,013-34.0% | $2,637+0.4% |
| Participant deferral / active EE | $5,022 | $4,223+18.9% | $6,221-19.3% | $4,528+10.9% |
| Admin fee / account holder | $126 | $307-59.0% | $9,003-98.6% | $348-63.9% |