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 BANK1+ years Service code 15 · EIN 31-0966785 | Recordkeeping | $67,562 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,078 | $72,770-31.2% | $67,652-26.0% | $55,191-9.3% |
| Participation rate | 92.8% | 78.8%+14.0pp | 75.7%+17.2pp | 69.2%+23.7pp |
| Annual return | -0.63% | -3.26%+2.6pp | 6625.04%-6625.7pp | 10.78%-11.4pp |
| Employer contribution / active EE | $2,515 | $1,769+42.1% | $2,266+11.0% | $1,899+32.4% |
| Participant deferral / active EE | $3,967 | $3,408+16.4% | $3,560+11.5% | $3,046+30.2% |
| Admin fee / account holder | $257 | $79+226.0% | $4,821-94.7% | $91+183.0% |