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 Service code 27 · EIN 64-0169065 | Advisory (Plan) | $27,487 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,586 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,055 | $84,936+37.8% | $111,297+5.2% | $79,386+47.5% |
| Participation rate | 86.5% | 75.9%+10.7pp | 77.3%+9.2pp | 70.7%+15.8pp |
| Annual return | 15.69% | 17.45%-1.8pp | 54.65%-39.0pp | 116.85%-101.2pp |
| Employer contribution / active EE | $1,392 | $1,979-29.6% | $2,731-49.0% | $2,427-42.6% |
| Participant deferral / active EE | $3,358 | $3,888-13.6% | $4,487-25.2% | $4,046-17.0% |
| Admin fee / account holder | $300 | $537-44.2% | $7,964-96.2% | $626-52.2% |