See peer percentile detail. $4.99 for your first month.
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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 BANK4+ years Filed as: HUNTINGTON BANK Service code 15 · EIN 31-0966785 | Recordkeeping | $3,615 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194884 | Advisory (Plan) | $914 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $71,044 | $23,224+205.9% | $71,086-0.1% | $55,725+27.5% |
| Participation rate | 14.9% | 37.9%-23.0pp | 54.7%-39.8pp | 70.9%-56.0pp |
| Annual return | -4.58% | -2.87%-1.7pp | 650.59%-655.2pp | 244.93%-249.5pp |
| Employer contribution / active EE | $285 | $436-34.8% | $1,088-73.8% | $2,078-86.3% |
| Participant deferral / active EE | $437 | $929-53.0% | $1,874-76.7% | $3,356-87.0% |
| Admin fee / account holder | $0 | $118-100.0% | $3,082-100.0% | $115-100.0% |