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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $194,288 |
HANCOCK WHITNEY BANK5 years Service code 15 · EIN 64-0169065 | Recordkeeping | $75,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,080 | $112,623-42.2% | $106,213-38.7% | $199,593-67.4% |
| Participation rate | 61.8% | 86.2%-24.4pp | 75.3%-13.4pp | 72.0%-10.1pp |
| Annual return | 15.44% | 15.57%-0.1pp | 116.14%-100.7pp | 34.25%-18.8pp |
| Employer contribution / active EE | $2,468 | $4,575-46.1% | $3,171-22.2% | $3,034-18.7% |
| Participant deferral / active EE | $5,256 | $6,659-21.1% | $5,016+4.8% | $5,087+3.3% |
| Admin fee / account holder | $168 | $107+57.5% | $11,033-98.5% | $269-37.3% |