See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $47,306 |
HANCOCK WHITNEY BANK4 years Service code 27 · EIN 64-0169065 | Advisory (Plan) | $34,650 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,884 |
SALTMARSH CPAS, INC.1 year Service code 10 · EIN 33-4755242 | Accounting | $16,130 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,051 | $50,982+390.5% | $154,803+61.5% | $85,563+192.2% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 15.70% | 30.35%-14.7pp | 58.88%-43.2pp | 31.51%-15.8pp |
| Employer contribution / active EE | $9,488 | $1,708+455.4% | $4,305+120.4% | $2,654+257.6% |
| Participant deferral / active EE | $7,769 | $2,474+214.0% | $5,540+40.2% | $4,375+77.6% |
| Admin fee / account holder | $232 | $846-72.6% | $14,329-98.4% | $834-72.2% |