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 BANK2+ years Filed as: HANCOCK BANK Service code 15 · EIN 64-0169065 | Recordkeeping | $8,823 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,982 | $58,726-23.4% | $92,233-51.2% | $62,292-27.8% |
| Participation rate | 87.1% | 68.3%+18.8pp | 76.5%+10.6pp | 69.5%+17.6pp |
| Annual return | 10.01% | 43.62%-33.6pp | 176.28%-166.3pp | 28.90%-18.9pp |
| Employer contribution / active EE | $8,600 | $2,392+259.6% | $3,679+133.7% | $2,042+321.1% |
| Participant deferral / active EE | $2,052 | $2,766-25.8% | $3,897-47.3% | $3,169-35.3% |
| Admin fee / account holder | $56 | $556-90.0% | $5,194-98.9% | $479-88.4% |