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 26 41 SOUTH HIGH STREET · COLUMBUS, OH 43287 | Advisory (Participants) | $33,428 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,050 |
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 | $45,299 | $71,142-36.3% | $119,609-62.1% | $64,808-30.1% |
| Participation rate | 35.6% | 78.6%-43.0pp | 79.3%-43.7pp | 71.5%-35.9pp |
| Annual return | -13.27% | -10.01%-3.3pp | -14.97%+1.7pp | 32.82%-46.1pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,279 | $4,490-71.5% | $5,602-77.2% | $4,310-70.3% |
| Admin fee / account holder | $277 | $162+70.9% | $10,323-97.3% | $188+47.5% |