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 BANK8 years Service code 26 · EIN 31-0966785 | Advisory (Participants) | $36,196 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $14,541 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,074 | $88,087+56.7% | $164,866-16.3% | $74,546+85.2% |
| Participation rate | 81.4% | 73.1%+8.3pp | 78.6%+2.8pp | 67.2%+14.2pp |
| Annual return | 14.66% | 17.27%-2.6pp | 69.97%-55.3pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $1,561 | $2,595-39.9% | $4,343-64.1% | $2,624-40.5% |
| Participant deferral / active EE | $3,180 | $4,499-29.3% | $6,033-47.3% | $4,347-26.8% |
| Admin fee / account holder | $457 | $2,232-79.5% | $12,689-96.4% | $1,944-76.5% |