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 BANK2 years Filed as: HUNTINGTON Service code 26 310 GRANT STREET, PT400 · PITTSBURGH, PA 15219 | Advisory (Participants) | $9,336 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,280 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,245 | $82,664-53.7% | $125,339-69.5% | $68,494-44.2% |
| Participation rate | 35.3% | 75.0%-39.7pp | 82.4%-47.1pp | 67.9%-32.6pp |
| Annual return | -17.63% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,205 | $6,110-80.3% | $7,446-83.8% | $4,027-70.1% |
| Admin fee / account holder | $395 | $6,275-93.7% | $10,010-96.1% | $5,403-92.7% |