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: HUNTINGTON BANK Service code 19 · EIN 31-6243960 | Securities Custodian | $40,818 |
NORTHWESTERN OHIO ADMINISTRATORS2+ years Service code 10 · EIN 34-1337680 | Accounting | $37,251 |
ALLOTTA FARLEY CO LPA2+ years Service code 29 · EIN 34-1316963 | Legal | $24,671 |
Service code 10 · EIN 31-0800053 | Accounting | $5,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,377 | $60,545-49.8% | $92,233-67.1% | $69,631-56.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 15.12% | 19.71%-4.6pp | 176.28%-161.2pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $2,035 | $2,633-22.7% | $3,679-44.7% | $2,032+0.1% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $126 | $145-13.0% | $5,194-97.6% | $110+14.0% |