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 28 · EIN 31-0966785 | Investment Management | $29,213 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $19,617 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $50 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,869 | $84,936+2.3% | $111,297-21.9% | $79,386+9.4% |
| Participation rate | 69.4% | 75.9%-6.5pp | 77.3%-7.9pp | 70.7%-1.3pp |
| Annual return | 20.70% | 17.45%+3.2pp | 54.65%-34.0pp | 116.85%-96.2pp |
| Employer contribution / active EE | $2,138 | $1,979+8.0% | $2,731-21.7% | $2,427-11.9% |
| Participant deferral / active EE | $4,457 | $3,888+14.6% | $4,487-0.7% | $4,046+10.2% |
| Admin fee / account holder | $414 | $537-23.0% | $7,964-94.8% | $626-33.9% |