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 BANK2 years Service code 27 · EIN 64-0169065 | Advisory (Plan) | $27,063 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,919 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $106,099 | $78,422+35.3% | $95,952+10.6% | $79,858+32.9% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.1%+15.2pp | 69.6%+22.7pp |
| Annual return | 15.66% | 19.37%-3.7pp | 91.61%-76.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,425 | $1,945-26.7% | $2,541-43.9% | $2,471-42.3% |
| Participant deferral / active EE | $3,449 | $3,440+0.3% | $4,167-17.2% | $3,740-7.8% |
| Admin fee / account holder | $305 | $5,622-94.6% | $6,795-95.5% | $5,306-94.3% |