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 BANK1 year Service code 26 328 S. SAGINAW STREET · FLINT, MI 48502 | Advisory (Participants) | $5,040 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,644 | $28,601+14.1% | $71,735-54.5% | $66,914-51.2% |
| Participation rate | 17.8% | 56.7%-38.9pp | 62.3%-44.5pp | 69.8%-52.0pp |
| Annual return | -20.41% | -10.90%-9.5pp | 9.14%-29.6pp | 1.58%-22.0pp |
| Employer contribution / active EE | $0 | $1,104-100.0% | $1,704-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $541 | $1,912-71.7% | $2,658-79.6% | $4,237-87.2% |
| Admin fee / account holder | $333 | $506-34.3% | $3,974-91.6% | $593-43.9% |