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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,886 |
HUNTINGTON NATIONAL BANK1+ years Filed as: THE HUNTINGTON INVESTMENT COMPANY Service code 16 41 S. HIGH STREET · COLUMBUS, OH 43215 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,984 | $39,245-38.9% | $64,105-62.6% | $52,331-54.2% |
| Participation rate | 65.4% | 58.2%+7.1pp | 68.2%-2.8pp | 68.1%-2.7pp |
| Annual return | -2.95% | 14.79%-17.7pp | 791.24%-794.2pp | 4.54%-7.5pp |
| Employer contribution / active EE | $748 | $736+1.6% | $1,820-58.9% | $1,882-60.2% |
| Participant deferral / active EE | $1,274 | $1,992-36.0% | $2,822-54.9% | $3,022-57.9% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |