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 7-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 |
|---|---|---|
HUNTINGTON NATIONAL BANK5+ years Service code 27 40 PEARL ST NW MI 230 · GRAND RAPIDS, MI 49506 | Advisory (Plan) | $28,332 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,024 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,067 | $76,050-48.6% | $96,544-59.5% | $71,457-45.3% |
| Participation rate | 98.8% | 74.4%+24.4pp | 76.0%+22.8pp | 67.9%+30.9pp |
| Annual return | 21.93% | 22.81%-0.9pp | 25.84%-3.9pp | 28.85%-6.9pp |
| Employer contribution / active EE | $833 | $2,244-62.9% | $2,965-71.9% | $2,588-67.8% |
| Participant deferral / active EE | $4,318 | $4,215+2.4% | $4,851-11.0% | $4,289+0.7% |
| Admin fee / account holder | $175 | $2,707-93.5% | $8,252-97.9% | $1,587-89.0% |