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 BANK2+ years Service code 15 · EIN 31-0966785 | Recordkeeping | $54,299 |
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 | $47,575 | $60,165-20.9% | $74,183-35.9% | $55,167-13.8% |
| Participation rate | 97.0% | 74.2%+22.8pp | 76.6%+20.3pp | 69.0%+28.0pp |
| Annual return | 7.10% | 10.00%-2.9pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,251 | $1,600-21.8% | $2,370-47.2% | $1,963-36.3% |
| Participant deferral / active EE | $2,518 | $2,973-15.3% | $3,550-29.1% | $3,054-17.6% |
| Admin fee / account holder | $276 | $419-34.3% | $5,586-95.1% | $504-45.3% |