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 Service code 27 · EIN 64-0169065 | Advisory (Plan) | $27,657 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,086 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,660 | $65,435+49.2% | $86,677+12.7% | $66,914+45.9% |
| Participation rate | 87.6% | 75.5%+12.2pp | 76.6%+11.0pp | 69.8%+17.8pp |
| Annual return | -18.78% | -10.89%-7.9pp | 35.91%-54.7pp | 1.58%-20.4pp |
| Employer contribution / active EE | $2,194 | $2,153+1.9% | $2,836-22.6% | $2,544-13.8% |
| Participant deferral / active EE | $3,843 | $4,100-6.3% | $4,656-17.5% | $4,237-9.3% |
| Admin fee / account holder | $302 | $642-52.9% | $7,493-96.0% | $593-49.0% |