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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK2+ years Service code 15 · EIN 31-0966785 | Recordkeeping | $16,584 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,125 | $89,739-64.2% | $149,718-78.5% | $62,292-48.4% |
| Participation rate | 87.1% | 85.1%+2.0pp | 87.1%0pp | 69.5%+17.6pp |
| Annual return | 22.02% | 21.01%+1.0pp | 1501.63%-1479.6pp | 28.90%-6.9pp |
| Employer contribution / active EE | $1,931 | $3,233-40.3% | $5,445-64.5% | $2,042-5.4% |
| Participant deferral / active EE | $4,327 | $4,797-9.8% | $6,569-34.1% | $3,169+36.5% |
| Admin fee / account holder | $126 | $551-77.2% | $11,283-98.9% | $479-73.8% |