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 BANK3+ years Filed as: THE HUNTINGTON INVESTMENT CO Service code 49 · EIN 31-1316299 | Other Services | $8,406 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 37 · EIN 42-0127290 | Loan Processing | $6,796 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 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 | $38,883 | $85,766-54.7% | $136,294-71.5% | $70,131-44.6% |
| Participation rate | 67.5% | 74.2%-6.7pp | 81.9%-14.4pp | 69.5%-2.0pp |
| Annual return | 19.57% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,830 | $5,051-63.8% | $6,247-70.7% | $3,332-45.1% |
| Admin fee / account holder | $103 | $5,420-98.1% | $9,243-98.9% | $4,645-97.8% |