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 BANK4+ years Filed as: WHITNEY BANK Service code 27 · EIN 72-0352101 | Advisory (Plan) | $26,620 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,820 |
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 | $82,218 | $59,186+38.9% | $76,768+7.1% | $56,287+46.1% |
| Participation rate | 84.7% | 75.2%+9.5pp | 77.0%+7.8pp | 69.9%+14.9pp |
| Annual return | -3.92% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,268 | $1,759-27.9% | $2,485-49.0% | $2,111-39.9% |
| Participant deferral / active EE | $3,099 | $3,255-4.8% | $3,852-19.5% | $3,350-7.5% |
| Admin fee / account holder | $273 | $489-44.1% | $6,675-95.9% | $521-47.5% |