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 9-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 |
|---|---|---|
HUNTINGTON NATIONAL BANK3 years Service code 12 · EIN 31-0966785 | Contract Administrator; Named fiducia... | $18,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,866 | $56,423-40.0% | $77,163-56.1% | $71,457-52.6% |
| Participation rate | 50.4% | 64.3%-13.9pp | 69.6%-19.2pp | 67.9%-17.5pp |
| Annual return | 19.68% | 19.05%+0.6pp | 37.87%-18.2pp | 28.85%-9.2pp |
| Employer contribution / active EE | $1,294 | $1,866-30.6% | $2,535-48.9% | $2,588-50.0% |
| Participant deferral / active EE | $1,718 | $3,142-45.3% | $3,833-55.2% | $4,289-59.9% |
| Admin fee / account holder | $179 | $1,429-87.5% | $5,472-96.7% | $1,587-88.7% |