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 Filed as: HUNTINGTON NATIONAL BANK / RPS Service code 26 519 MADISON AVE · TOLEDO, OH 43604 | Advisory (Participants) | $5,224 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,128 | $84,936-95.1% | $111,297-96.3% | $79,386-94.8% |
| Participation rate | 91.1% | 75.9%+15.3pp | 77.3%+13.8pp | 70.7%+20.4pp |
| Annual return | 14.43% | 17.45%-3.0pp | 54.65%-40.2pp | 116.85%-102.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,048 | $3,888-47.3% | $4,487-54.4% | $4,046-49.4% |
| Admin fee / account holder | $32 | $537-94.0% | $7,964-99.6% | $626-94.9% |