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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $36,363 |
HUNTINGTON NATIONAL BANK5 years Service code 27 · EIN 31-0966785 | Advisory (Plan) | $26,843 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP - CALIFORNIA Service code 15 · EIN 68-0074806 | Recordkeeping | $6,786 |
HUNTINGTON NATIONAL BANK4 years Filed as: THE HUNTINGTON INVESTMENT COMPANY Service code 22 · EIN 31-1316299 | Insurance Broker | $2,785 |
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 | $19,535 | $52,293-62.6% | $178,490-89.1% | $73,409-73.4% |
| Participation rate | 94.7% | 65.3%+29.3pp | 81.9%+12.7pp | 72.2%+22.5pp |
| Annual return | 12.28% | 34.75%-22.5pp | 151.07%-138.8pp | 59.29%-47.0pp |
| Employer contribution / active EE | $1,021 | $1,735-41.2% | $5,011-79.6% | $2,234-54.3% |
| Participant deferral / active EE | $2,099 | $2,332-10.0% | $5,202-59.6% | $3,805-44.8% |
| Admin fee / account holder | $96 | $127-24.4% | $13,984-99.3% | $158-39.1% |