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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,129 |
HUNTINGTON NATIONAL BANK2 years Filed as: THE HUNTINGTON NATIONAL BANK Service code 27 · EIN 31-0966785 | Advisory (Plan) | $10,929 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,550 | $76,670-47.1% | $96,683-58.1% | $71,457-43.3% |
| Participation rate | 97.2% | 66.6%+30.7pp | 74.3%+22.9pp | 67.9%+29.3pp |
| Annual return | 15.54% | 48.29%-32.8pp | 35.69%-20.2pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,769 | $3,031-41.6% | $3,737-52.7% | $2,588-31.6% |
| Participant deferral / active EE | $3,292 | $3,771-12.7% | $4,878-32.5% | $4,289-23.2% |
| Admin fee / account holder | $239 | $2,028-88.2% | $6,730-96.5% | $1,587-85.0% |