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 Filed as: THE HUNTINGTON NATIONAL BANK Service code 28 · EIN 31-0966785 | Investment Management | $22,353 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,137 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $21 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,276 | $76,050+13.4% | $96,544-10.6% | $71,457+20.7% |
| Participation rate | 60.8% | 74.4%-13.6pp | 76.0%-15.2pp | 67.9%-7.1pp |
| Annual return | 30.80% | 22.81%+8.0pp | 25.84%+5.0pp | 28.85%+2.0pp |
| Employer contribution / active EE | $2,064 | $2,244-8.1% | $2,965-30.4% | $2,588-20.3% |
| Participant deferral / active EE | $4,657 | $4,215+10.5% | $4,851-4.0% | $4,289+8.6% |
| Admin fee / account holder | $316 | $2,707-88.3% | $8,252-96.2% | $1,587-80.1% |