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 | $38,647 |
HANCOCK WHITNEY BANK6 years Service code 27 · EIN 64-0169065 | Advisory (Plan) | $28,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,661 | $86,944-24.5% | $107,525-38.9% | $74,304-11.6% |
| Participation rate | 0.0% | 59.6%-59.6pp | 75.1%-75.1pp | 60.3%-60.3pp |
| Annual return | 13.07% | 23.52%-10.4pp | 181.32%-168.2pp | 29.43%-16.4pp |
| Employer contribution / active EE | $3,434 | $2,757+24.6% | $3,754-8.5% | $2,241+53.2% |
| Participant deferral / active EE | $6,511 | $3,554+83.2% | $5,116+27.3% | $3,767+72.8% |
| Admin fee / account holder | $371 | $3,727-90.0% | $8,919-95.8% | $2,969-87.5% |