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 Service code 26 · EIN 31-0966785 | Advisory (Participants) | $18,376 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $571 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,075 | $73,638-44.2% | $95,952-57.2% | $73,488-44.1% |
| Participation rate | 74.0% | 76.2%-2.1pp | 77.1%-3.1pp | 70.7%+3.3pp |
| Annual return | 15.47% | 16.78%-1.3pp | 91.61%-76.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $287 | $1,863-84.6% | $2,541-88.7% | $2,270-87.4% |
| Participant deferral / active EE | $2,378 | $3,617-34.3% | $4,167-42.9% | $3,740-36.4% |
| Admin fee / account holder | $346 | $482-28.2% | $6,795-94.9% | $513-32.5% |