See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,364 |
HUNTINGTON NATIONAL BANK6+ years Filed as: THE HUNTINGTON INVESTMENT COMPANY Service code 16 41 S. HIGH STREET · COLUMBUS, OH 43215 | Consulting | $17,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,524 | $54,573-12.9% | $90,951-47.7% | $73,488-35.3% |
| Participation rate | 59.6% | 61.2%-1.6pp | 69.0%-9.4pp | 70.7%-11.1pp |
| Annual return | 16.42% | 16.69%-0.3pp | 134.60%-118.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,156 | $991+16.6% | $2,122-45.5% | $2,270-49.1% |
| Participant deferral / active EE | $2,271 | $2,517-9.8% | $3,373-32.7% | $3,740-39.3% |
| Admin fee / account holder | $366 | $521-29.9% | $5,959-93.9% | $513-28.7% |