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+ years Filed as: HUNTINGTON BANK Service code 15 · EIN 31-0966785 | Recordkeeping | $10,959 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,459 | $37,039-61.0% | $147,614-90.2% | $59,188-75.6% |
| Participation rate | 16.4% | 63.8%-47.3pp | 84.6%-68.2pp | 69.4%-53.0pp |
| Annual return | 3.59% | 7.19%-3.6pp | 61.98%-58.4pp | 5.51%-1.9pp |
| Employer contribution / active EE | $18 | $1,353-98.7% | $5,564-99.7% | $2,098-99.1% |
| Participant deferral / active EE | $931 | $2,094-55.5% | $4,895-81.0% | $3,265-71.5% |
| Admin fee / account holder | $24 | $60-59.4% | $11,611-99.8% | $92-73.5% |