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 year Service code 21 · EIN 31-0966785 | Bank Trustee | $21,233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,557 | $73,638-44.9% | $108,410-62.6% | $79,386-48.9% |
| Participation rate | 39.1% | 77.4%-38.3pp | 80.1%-41.1pp | 70.7%-31.6pp |
| Annual return | 17.11% | 33.27%-16.2pp | 905.27%-888.2pp | 116.85%-99.7pp |
| Employer contribution / active EE | $812 | $2,397-66.1% | $3,558-77.2% | $2,427-66.5% |
| Participant deferral / active EE | $1,675 | $6,218-73.1% | $6,563-74.5% | $4,046-58.6% |
| Admin fee / account holder | $247 | $638-61.3% | $7,295-96.6% | $626-60.6% |