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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,768 |
HUNTINGTON NATIONAL BANK3 years Service code 27 · EIN 31-0966785 | Advisory (Plan) | $35,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $41,108 | $106,236-61.3% | $112,228-63.4% | $64,808-36.6% |
| Participation rate | 55.1% | 71.7%-16.6pp | 75.1%-20.0pp | 71.5%-16.4pp |
| Annual return | -14.70% | -6.02%-8.7pp | 27.45%-42.2pp | 32.82%-47.5pp |
| Employer contribution / active EE | $795 | $3,166-74.9% | $3,635-78.1% | $2,506-68.3% |
| Participant deferral / active EE | $1,608 | $3,785-57.5% | $4,728-66.0% | $4,310-62.7% |
| Admin fee / account holder | $221 | $452-51.1% | $6,410-96.6% | $188+17.5% |