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 BANK2 years Service code 27 · EIN 64-0169065 | Advisory (Plan) | $52,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,172 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $73,948 | $81,474-9.2% | $133,956-44.8% | $73,488+0.6% |
| Participation rate | 95.4% | 76.4%+19.1pp | 79.8%+15.6pp | 70.7%+24.8pp |
| Annual return | 15.98% | 19.40%-3.4pp | 45.09%-29.1pp | 28.51%-12.5pp |
| Employer contribution / active EE | $2,118 | $2,209-4.1% | $3,919-45.9% | $2,270-6.7% |
| Participant deferral / active EE | $4,686 | $3,786+23.8% | $5,048-7.2% | $3,740+25.3% |
| Admin fee / account holder | $196 | $713-72.6% | $8,927-97.8% | $513-61.9% |