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: THE HUNTINGTON NATIONAL BANK Service code 27 · EIN 31-0966785 | Advisory (Plan) | $7,476 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $7,212 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $3,607 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,630 | $30,086+8.5% | $61,373-46.8% | $64,808-49.7% |
| Participation rate | 15.8% | 36.4%-20.6pp | 52.6%-36.8pp | 71.5%-55.7pp |
| Annual return | -18.66% | -13.99%-4.7pp | 338.61%-357.3pp | 32.82%-51.5pp |
| Employer contribution / active EE | $344 | $536-35.8% | $1,159-70.3% | $2,506-86.3% |
| Participant deferral / active EE | $497 | $1,126-55.8% | $2,125-76.6% | $4,310-88.5% |
| Admin fee / account holder | $261 | $148+76.5% | $2,130-87.7% | $188+39.2% |