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 BANK6 years Service code 27 · EIN 64-0169065 | Advisory (Plan) | $30,180 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,681 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,597 | $79,171+20.7% | $102,423-6.7% | $74,495+28.3% |
| Participation rate | 83.1% | 74.8%+8.3pp | 76.5%+6.6pp | 67.2%+15.9pp |
| Annual return | 18.82% | 54.93%-36.1pp | 29.32%-10.5pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $1,933 | $2,362-18.2% | $3,023-36.1% | $2,623-26.3% |
| Participant deferral / active EE | $3,949 | $4,415-10.6% | $5,053-21.8% | $4,346-9.1% |
| Admin fee / account holder | $245 | $2,001-87.7% | $9,451-97.4% | $1,942-87.4% |