See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 BANK1 year Service code 26 · EIN 31-0966785 | Advisory (Participants) | $53,207 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,041 | $71,192+34.9% | $117,854-18.5% | $62,292+54.2% |
| Participation rate | 73.6% | 74.2%-0.6pp | 79.7%-6.1pp | 69.5%+4.1pp |
| Annual return | 17.31% | 18.66%-1.3pp | 335.08%-317.8pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,211 | $1,934-37.4% | $3,786-68.0% | $2,042-40.7% |
| Participant deferral / active EE | $2,089 | $3,189-34.5% | $4,482-53.4% | $3,169-34.1% |
| Admin fee / account holder | $413 | $587-29.7% | $8,020-94.8% | $479-13.8% |