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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,003 |
HUNTINGTON NATIONAL BANK1 year Filed as: THE HUNTINGTON NATIONAL BANK Service code 16 519 MADISON AVE. · TOLEDO, OH 436041580 | Consulting | $1,479 |
HUNTINGTON NATIONAL BANK2+ 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.
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 | $25,998 | $42,546-38.9% | $71,796-63.8% | $55,167-52.9% |
| Participation rate | 66.2% | 59.1%+7.1pp | 69.1%-2.9pp | 69.0%-2.8pp |
| Annual return | 7.73% | 12.36%-4.6pp | 78.04%-70.3pp | 169.23%-161.5pp |
| Employer contribution / active EE | $970 | $803+20.7% | $1,924-49.6% | $1,963-50.6% |
| Participant deferral / active EE | $1,499 | $2,064-27.4% | $2,794-46.4% | $3,054-50.9% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |