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 12 · EIN 31-0966785 | Recordkeeping fees; Trustee (directed... | $36,182 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,934 | $65,557-75.7% | $64,056-75.1% | $71,457-77.7% |
| Participation rate | 93.2% | 73.2%+20.0pp | 72.3%+20.8pp | 67.9%+25.2pp |
| Annual return | 8.30% | 18.94%-10.6pp | 33.69%-25.4pp | 28.85%-20.5pp |
| Employer contribution / active EE | $660 | $2,669-75.3% | $2,747-76.0% | $2,588-74.5% |
| Participant deferral / active EE | $2,906 | $3,626-19.9% | $3,880-25.1% | $4,289-32.2% |
| Admin fee / account holder | $150 | $616-75.7% | $3,068-95.1% | $1,587-90.6% |