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 15 · EIN 31-0966785 | Recordkeeping | $18,840 |
PRONVEST2+ years Filed as: PRONVEST, INC. Service code 26 · EIN 62-1823351 | Advisory (Participants) | $3,754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,687 | $25,723+89.3% | $69,182-29.6% | $55,167-11.7% |
| Participation rate | 30.6% | 39.4%-8.9pp | 55.1%-24.5pp | 69.0%-38.4pp |
| Annual return | 6.43% | 9.56%-3.1pp | -21.93%+28.4pp | 169.23%-162.8pp |
| Employer contribution / active EE | $334 | $480-30.5% | $1,206-72.3% | $1,963-83.0% |
| Participant deferral / active EE | $454 | $963-52.9% | $1,897-76.1% | $3,054-85.1% |
| Admin fee / account holder | $279 | $365-23.5% | $2,697-89.7% | $504-44.6% |