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 |
|---|---|---|
HANCOCK WHITNEY BANK7 years Service code 27 · EIN 64-0169065 | Advisory (Plan) | $22,771 |
SECOND LINE CAPITAL LLC1 year Service code 27 · EIN 92-3387385 | Advisory (Plan) | $7,842 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,983 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,629 | $87,870+21.3% | $113,168-5.8% | $74,304+43.5% |
| Participation rate | 82.7% | 70.7%+12.0pp | 76.6%+6.2pp | 60.3%+22.4pp |
| Annual return | 14.53% | 26.44%-11.9pp | 24.27%-9.7pp | 29.43%-14.9pp |
| Employer contribution / active EE | $2,124 | $2,277-6.7% | $2,975-28.6% | $2,241-5.2% |
| Participant deferral / active EE | $3,914 | $4,241-7.7% | $5,107-23.4% | $3,767+3.9% |
| Admin fee / account holder | $256 | $3,368-92.4% | $12,068-97.9% | $2,969-91.4% |