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 |
|---|---|---|
HANCOCK WHITNEY BANK5 years Service code 15 · EIN 64-0169065 | Recordkeeping | $47,439 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,873 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,767 | $55,415-53.5% | $155,509-83.4% | $74,495-65.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.10% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,380 | $2,267+5.0% | $4,672-49.1% | $2,623-9.3% |
| Participant deferral / active EE | $3,662 | $2,836+29.1% | $5,626-34.9% | $4,346-15.7% |
| Admin fee / account holder | $78 | $1,738-95.5% | $15,912-99.5% | $1,942-96.0% |