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 |
|---|---|---|
HANCOCK WHITNEY BANK3+ years Filed as: WHITNEY BANK Service code 27 · EIN 72-0352101 | Advisory (Plan) | $19,589 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,973 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,776 | $64,909+50.6% | $82,313+18.8% | $62,292+57.0% |
| Participation rate | 83.6% | 74.9%+8.8pp | 76.9%+6.7pp | 69.5%+14.1pp |
| Annual return | 15.48% | 21.18%-5.7pp | 25.88%-10.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,619 | $3,103-15.6% | $3,706-29.3% | $3,169-17.4% |
| Admin fee / account holder | $225 | $440-48.7% | $5,608-96.0% | $479-53.0% |