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 8-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 | $50,637 |
HUNTINGTON NATIONAL BANK2 years Filed as: THE HUNTINGTON INVESTMENT CO Service code 27 · EIN 31-0966785 | Advisory (Plan) | $26,174 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES INC Service code 13 · EIN 74-2715820 | Contract Administrator | $8,593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,938 | $65,435+8.4% | $86,677-18.2% | $66,914+6.0% |
| Participation rate | 57.5% | 75.5%-17.9pp | 76.6%-19.1pp | 69.8%-12.3pp |
| Annual return | -14.34% | -10.89%-3.5pp | 35.91%-50.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,030 | $2,153-52.2% | $2,836-63.7% | $2,544-59.5% |
| Participant deferral / active EE | $3,037 | $4,100-25.9% | $4,656-34.8% | $4,237-28.3% |
| Admin fee / account holder | $388 | $642-39.5% | $7,493-94.8% | $593-34.6% |