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 BANK Service code 21 106 S. MAIN ST. · AKRON, OH 44308 | Bank Trustee | $14,959 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,130 | $65,409-35.6% | $98,442-57.2% | $85,850-50.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 11.59% | 21.76%-10.2pp | 1492.73%-1481.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,946 | $2,168+35.9% | $2,960-0.5% | $2,565+14.9% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $121 | $4,593-97.4% | $5,949-98.0% | $6,260-98.1% |