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 BANK1 year Service code 15 · EIN 64-0169065 | Recordkeeping | $3,800 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $22,205 | $52,293-57.5% | $178,490-87.6% | $73,409-69.8% |
| Participation rate | 80.5% | 65.3%+15.2pp | 81.9%-1.4pp | 72.2%+8.3pp |
| Annual return | 19.01% | 34.75%-15.7pp | 151.07%-132.1pp | 59.29%-40.3pp |
| Employer contribution / active EE | $2,517 | $1,735+45.0% | $5,011-49.8% | $2,234+12.7% |
| Participant deferral / active EE | $2,252 | $2,332-3.4% | $5,202-56.7% | $3,805-40.8% |
| Admin fee / account holder | $11 | $127-91.5% | $13,984-99.9% | $158-93.1% |