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 9-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 BANK1 year Service code 27 · EIN 64-0169065 | Advisory (Plan) | $48,470 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,665 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,496 | $69,159-15.4% | $125,175-53.3% | $67,579-13.4% |
| Participation rate | 97.4% | 78.2%+19.2pp | 79.8%+17.6pp | 71.3%+26.1pp |
| Annual return | 22.73% | 27.12%-4.4pp | 43.79%-21.1pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,746 | $2,023-13.7% | $3,865-54.8% | $2,148-18.7% |
| Participant deferral / active EE | $4,172 | $3,700+12.8% | $4,937-15.5% | $3,539+17.9% |
| Admin fee / account holder | $148 | $142+4.5% | $9,702-98.5% | $142+4.1% |