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 12 · EIN 31-0966785 | Claims processing; Named fiduciary; P... | $30,571 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,369 | $60,989-69.9% | $60,874-69.8% | $66,914-72.5% |
| Participation rate | 87.7% | 74.5%+13.2pp | 73.1%+14.6pp | 69.8%+17.9pp |
| Annual return | -14.57% | -9.60%-5.0pp | 16.90%-31.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $986 | $2,661-62.9% | $2,701-63.5% | $2,544-61.2% |
| Participant deferral / active EE | $2,787 | $3,615-22.9% | $3,817-27.0% | $4,237-34.2% |
| Admin fee / account holder | $162 | $338-52.0% | $3,224-95.0% | $593-72.6% |