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: HUNTINGTON BANK Service code 10 · EIN 31-0966785 | Accounting | $3,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,133 | $64,909+80.5% | $82,313+42.3% | $62,292+88.0% |
| Participation rate | 57.0% | 74.9%-17.9pp | 76.9%-19.9pp | 69.5%-12.6pp |
| Annual return | 13.43% | 21.18%-7.8pp | 25.88%-12.5pp | 28.90%-15.5pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,571 | $3,103-49.4% | $3,706-57.6% | $3,169-50.4% |
| Admin fee / account holder | $521 | $440+18.5% | $5,608-90.7% | $479+8.7% |