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 | $56,272 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $7,500 |
CHARLES SCHWAB & CO., INC.2 years 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 | $81,037 | $62,624+29.4% | $177,989-54.5% | $77,643+4.4% |
| Participation rate | 53.2% | 66.8%-13.7pp | 77.1%-23.9pp | 70.6%-17.4pp |
| Annual return | 16.21% | 16.16%0pp | 294.48%-278.3pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,612 | $1,909+36.8% | $3,949-33.9% | $2,726-4.2% |
| Participant deferral / active EE | $4,665 | $4,219+10.6% | $6,276-25.7% | $4,647+0.4% |
| Admin fee / account holder | $291 | $386-24.5% | $10,363-97.2% | $430-32.3% |