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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,758 |
HUNTINGTON NATIONAL BANK4 years Service code 27 · EIN 31-0966785 | Advisory (Plan) | $24,925 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $9,161 |
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 | $56,331 | $92,971-39.4% | $96,683-41.7% | $74,419-24.3% |
| Participation rate | 49.9% | 71.5%-21.6pp | 74.3%-24.4pp | 70.7%-20.8pp |
| Annual return | 16.22% | 37.49%-21.3pp | 35.69%-19.5pp | 34.38%-18.2pp |
| Employer contribution / active EE | $829 | $3,426-75.8% | $3,737-77.8% | $2,637-68.6% |
| Participant deferral / active EE | $1,686 | $3,970-57.5% | $4,878-65.4% | $4,528-62.8% |
| Admin fee / account holder | $253 | $633-60.1% | $6,730-96.2% | $348-27.4% |