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 |
|---|---|---|
HUNTINGTON NATIONAL BANK1 year Filed as: HUNTINGTON Service code 26 310 GRANT STREET, PT400 · PITTSBURGH, PA 15219 | Advisory (Participants) | $10,222 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $8,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,744 | $105,181-58.4% | $159,436-72.6% | $85,850-49.0% |
| Participation rate | 42.2% | 75.8%-33.6pp | 82.8%-40.7pp | 69.3%-27.1pp |
| Annual return | 11.14% | 45.07%-33.9pp | 263.57%-252.4pp | 318.53%-307.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,235 | $5,945-79.2% | $7,352-83.2% | $3,952-68.8% |
| Admin fee / account holder | $393 | $6,933-94.3% | $10,799-96.4% | $6,260-93.7% |