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 Service code 16 · EIN 31-0966785 | Consulting | $12,633 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,452 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,593 | $78,419+9.1% | $133,956-36.1% | $73,409+16.6% |
| Participation rate | 91.5% | 78.6%+12.9pp | 79.8%+11.6pp | 72.2%+19.3pp |
| Annual return | 14.94% | 33.35%-18.4pp | 45.09%-30.2pp | 59.29%-44.4pp |
| Employer contribution / active EE | $1,985 | $2,044-2.9% | $3,919-49.3% | $2,234-11.1% |
| Participant deferral / active EE | $3,088 | $3,925-21.3% | $5,048-38.8% | $3,805-18.8% |
| Admin fee / account holder | $7 | $161-95.9% | $8,927-99.9% | $158-95.9% |