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 Filed as: THE HUNTINGTON NATIONAL BACK Service code 26 · EIN 31-0966785 | Advisory (Participants) | $11,707 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,385 |
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.
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 | $23,116 | $71,142-67.5% | $119,609-80.7% | $64,808-64.3% |
| Participation rate | 18.0% | 78.6%-60.6pp | 79.3%-61.2pp | 71.5%-53.4pp |
| Annual return | -13.18% | -10.01%-3.2pp | -14.97%+1.8pp | 32.82%-46.0pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $459 | $4,490-89.8% | $5,602-91.8% | $4,310-89.4% |
| Admin fee / account holder | $227 | $162+39.9% | $10,323-97.8% | $188+20.8% |