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 BANK3+ years Filed as: HUNTINGTON BANK Service code 21 · EIN 31-0966785 | Bank Trustee | $165,017 |
AON CONSULTING3+ years Service code 11 · EIN 23-2293237 | Actuarial | $109,419 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Filed as: BLUE AND COMPANY LLC Service code 10 · EIN 35-1178661 | Accounting | $12,120 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 13.73% | 12.40%+1.3pp | 10.16%+3.6pp | 23.90%-10.2pp |
| Employer contribution / active EE | $8,912 | $8,748+1.9% | $33,192-73.2% | $16,539-46.1% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |