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 Filed as: HANCOCK LIFE INSURANCE COMPANY Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $30,737 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,540 | $55,415-32.3% | $155,509-75.9% | $74,495-49.6% |
| Participation rate | 72.5% | 61.9%+10.6pp | 78.2%-5.7pp | 67.2%+5.3pp |
| Annual return | 14.52% | 268.50%-254.0pp | 64.67%-50.1pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,401 | $2,267+5.9% | $4,672-48.6% | $2,623-8.4% |
| Participant deferral / active EE | $4,207 | $2,836+48.4% | $5,626-25.2% | $4,346-3.2% |
| Admin fee / account holder | $367 | $1,738-78.9% | $15,912-97.7% | $1,942-81.1% |