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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $43,803 |
HANCOCK WHITNEY BANK2 years Service code 27 · EIN 64-0169065 | Advisory (Plan) | $23,464 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,382 | $108,549-72.0% | $156,263-80.6% | $85,563-64.5% |
| Participation rate | 86.7% | 77.1%+9.6pp | 78.9%+7.8pp | 66.0%+20.7pp |
| Annual return | 16.46% | 21.79%-5.3pp | 59.47%-43.0pp | 31.51%-15.1pp |
| Employer contribution / active EE | $907 | $2,690-66.3% | $4,333-79.1% | $2,654-65.8% |
| Participant deferral / active EE | $2,531 | $4,800-47.3% | $6,158-58.9% | $4,375-42.1% |
| Admin fee / account holder | $248 | $650-61.8% | $14,255-98.3% | $834-70.2% |