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 | $35,735 |
HUNTINGTON NATIONAL BANK2 years Filed as: THE HUNTINGTON NATIONAL BANK Service code 27 · EIN 31-0966785 | Advisory (Plan) | $35,717 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,434 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,095 | $46,292-69.6% | $143,757-90.2% | $64,808-78.3% |
| Participation rate | 96.1% | 64.2%+31.8pp | 80.3%+15.8pp | 71.5%+24.6pp |
| Annual return | -3.35% | -10.05%+6.7pp | -0.04%-3.3pp | 32.82%-36.2pp |
| Employer contribution / active EE | $820 | $1,910-57.1% | $4,951-83.4% | $2,506-67.3% |
| Participant deferral / active EE | $1,947 | $2,646-26.4% | $5,637-65.5% | $4,310-54.8% |
| Admin fee / account holder | $74 | $154-52.2% | $14,673-99.5% | $188-60.9% |