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 BANK2+ years Filed as: HUNTINGTON INVESTMENT CO Service code 55 41 S HIGH ST 7TH FL · COLUMBUS, OH 43215 | Other Commissions | $59,465 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,423 |
Filed as: FMR LLC FIDELITY INVESTMENT INSTITU Service code 13 PO BOX 73307 · CHICAGO, IL 60673 | Contract Administrator | $6,134 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,851 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $120 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
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 | $78,243 | $52,884+48.0% | $84,750-7.7% | $55,167+41.8% |
| Participation rate | 91.9% | 67.5%+24.4pp | 76.6%+15.3pp | 69.0%+22.9pp |
| Annual return | 6.68% | 18.03%-11.4pp | 22.78%-16.1pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,114 | $2,233-50.1% | $3,574-68.8% | $1,963-43.2% |
| Participant deferral / active EE | $3,772 | $2,644+42.7% | $3,712+1.6% | $3,054+23.5% |
| Admin fee / account holder | $63 | $581-89.2% | $5,332-98.8% | $504-87.6% |