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 5-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 |
|---|---|---|
HANCOCK WHITNEY BANK2+ years Service code 15 · EIN 64-0169065 | Recordkeeping | $11,826 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,138 | $63,442-63.5% | $68,791-66.4% | $66,914-65.4% |
| Participation rate | 36.3% | 60.0%-23.7pp | 69.0%-32.7pp | 69.8%-33.5pp |
| Annual return | -21.91% | -8.29%-13.6pp | -6.38%-15.5pp | 1.58%-23.5pp |
| Employer contribution / active EE | $748 | $1,775-57.8% | $2,655-71.8% | $2,544-70.6% |
| Participant deferral / active EE | $1,927 | $2,945-34.5% | $3,941-51.1% | $4,237-54.5% |
| Admin fee / account holder | $191 | $577-67.0% | $4,932-96.1% | $593-67.8% |