See peer percentile detail. $4.99 for your first month.
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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 BANK6+ years Filed as: HUNTINGTON BANK Service code 27 · EIN 31-0966785 | Advisory (Plan) | $10,072 |
Filed as: BARNES DENNING Service code 10 · EIN 31-1119890 | Accounting | $9,700 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP - CALIFORNIA Service code 15 · EIN 69-0071806 | Recordkeeping | $5,719 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $514 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,694 | $81,474-55.0% | $133,956-72.6% | $73,488-50.1% |
| Participation rate | 35.0% | 76.4%-41.4pp | 79.8%-44.8pp | 70.7%-35.7pp |
| Annual return | 13.69% | 19.40%-5.7pp | 45.09%-31.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $705 | $3,786-81.4% | $5,048-86.0% | $3,740-81.1% |
| Admin fee / account holder | $170 | $713-76.2% | $8,927-98.1% | $513-66.9% |