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 BANK5 years Service code 27 · EIN 64-0169065 | Advisory (Plan) | $26,510 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,146 | $76,050+26.4% | $96,544-0.4% | $71,457+34.5% |
| Participation rate | 88.1% | 74.4%+13.7pp | 76.0%+12.1pp | 67.9%+20.2pp |
| Annual return | 21.66% | 22.81%-1.2pp | 25.84%-4.2pp | 28.85%-7.2pp |
| Employer contribution / active EE | $2,150 | $2,244-4.2% | $2,965-27.5% | $2,588-16.9% |
| Participant deferral / active EE | $3,773 | $4,215-10.5% | $4,851-22.2% | $4,289-12.0% |
| Admin fee / account holder | $206 | $2,707-92.4% | $8,252-97.5% | $1,587-87.0% |