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 - COLUMBUS Service code 26 41 SOUTH HIGH STREET · COLUMBUS, OH 43287 | Advisory (Participants) | $27,271 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $14,263 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,476 | $86,225-17.1% | $146,665-51.3% | $86,799-17.7% |
| Participation rate | 28.4% | 78.0%-49.6pp | 80.1%-51.7pp | 72.3%-43.9pp |
| Annual return | 14.96% | 31.23%-16.3pp | 22.74%-7.8pp | 97.91%-83.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,136-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,287 | $4,245-69.7% | $5,506-76.6% | $4,131-68.8% |
| Admin fee / account holder | $288 | $195+47.6% | $10,280-97.2% | $170+70.1% |