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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $30,132 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $14,312 |
HUNTINGTON NATIONAL BANK2 years Filed as: THE HUNTINGTON NATIONAL BANK Service code 27 8401 PENDLETON PIKE · INDIANAPOLIS, IN 46226 | Advisory (Plan) | $12,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,925 | $100,227+36.6% | $169,993-19.5% | $74,419+84.0% |
| Participation rate | 23.2% | 87.3%-64.1pp | 87.0%-63.8pp | 70.7%-47.5pp |
| Annual return | 17.65% | 66.08%-48.4pp | 53.37%-35.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $263 | $4,263-93.8% | $6,785-96.1% | $2,637-90.0% |
| Participant deferral / active EE | $6,349 | $7,143-11.1% | $10,408-39.0% | $4,528+40.2% |
| Admin fee / account holder | $587 | $234+150.5% | $12,815-95.4% | $348+68.9% |