See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $37,695 |
HUNTINGTON NATIONAL BANK3 years Service code 16 · EIN 31-0966785 | Consulting | $25,863 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,754 | $71,142+7.9% | $119,609-35.8% | $64,808+18.4% |
| Participation rate | 90.6% | 78.6%+12.0pp | 79.3%+11.3pp | 71.5%+19.1pp |
| Annual return | -14.72% | -10.01%-4.7pp | -14.97%+0.2pp | 32.82%-47.5pp |
| Employer contribution / active EE | $2,582 | $2,497+3.4% | $4,232-39.0% | $2,506+3.0% |
| Participant deferral / active EE | $3,421 | $4,490-23.8% | $5,602-38.9% | $4,310-20.6% |
| Admin fee / account holder | $7 | $162-95.8% | $10,323-99.9% | $188-96.3% |