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 BANK2 years Service code 25 · EIN 31-0966785 | Directed Trustee | $15,173 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,908 | $65,435-58.9% | $86,677-69.0% | $66,914-59.8% |
| Participation rate | 22.5% | 75.5%-53.0pp | 76.6%-54.1pp | 69.8%-47.3pp |
| Annual return | -13.58% | -10.89%-2.7pp | 35.91%-49.5pp | 1.58%-15.2pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $609 | $4,100-85.2% | $4,656-86.9% | $4,237-85.6% |
| Admin fee / account holder | $251 | $642-60.9% | $7,493-96.7% | $593-57.8% |