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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,661 | $83,369-21.2% | $105,223-37.6% | $67,986-3.4% |
| Participation rate | 0.0% | 56.3%-56.3pp | 75.0%-75.0pp | 57.2%-57.2pp |
| Annual return | 13.07% | 24.64%-11.6pp | 180.65%-167.6pp | 31.67%-18.6pp |
| Employer contribution / active EE | $3,434 | $2,541+35.2% | $3,689-6.9% | $2,019+70.1% |
| Participant deferral / active EE | $6,511 | $3,295+97.6% | $5,072+28.4% | $3,358+93.9% |
| Admin fee / account holder | $371 | $4,073-90.9% | $8,859-95.8% | $3,203-88.4% |