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 15 · EIN 31-0966785 | Recordkeeping | $71,352 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,487 | $86,655-61.4% | $119,609-72.0% | $66,914-50.0% |
| Participation rate | 82.7% | 75.6%+7.2pp | 79.3%+3.5pp | 69.8%+12.9pp |
| Annual return | -13.59% | -8.00%-5.6pp | -14.97%+1.4pp | 1.58%-15.2pp |
| Employer contribution / active EE | $63 | $2,536-97.5% | $4,232-98.5% | $2,544-97.5% |
| Participant deferral / active EE | $4,439 | $4,358+1.9% | $5,602-20.8% | $4,237+4.8% |
| Admin fee / account holder | $155 | $755-79.5% | $10,323-98.5% | $593-73.9% |