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 |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $1,510 |
HANCOCK WHITNEY BANK1 year Filed as: HANCOCK BANK Service code 15 · EIN 64-0169065 | Recordkeeping | $902 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,948 | $37,196-62.5% | $154,107-90.9% | $55,725-75.0% |
| Participation rate | 73.1% | 64.1%+9.0pp | 83.0%-9.9pp | 70.9%+2.3pp |
| Annual return | -5.22% | 1319.68%-1324.9pp | 735.12%-740.3pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,517 | $1,614-6.0% | $5,298-71.4% | $2,078-27.0% |
| Participant deferral / active EE | $1,511 | $2,068-26.9% | $5,081-70.3% | $3,356-55.0% |
| Admin fee / account holder | $10 | $102-89.9% | $13,411-99.9% | $115-91.1% |