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 BANK3 years Service code 27 · EIN 64-0169065 | Advisory (Plan) | $55,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,324 | $93,182-17.0% | $146,665-47.3% | $79,386-2.6% |
| Participation rate | 94.1% | 76.4%+17.6pp | 80.1%+14.0pp | 70.7%+23.4pp |
| Annual return | 13.35% | 21.61%-8.3pp | 22.74%-9.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,849 | $2,420-23.6% | $4,136-55.3% | $2,427-23.8% |
| Participant deferral / active EE | $4,171 | $4,169+0.1% | $5,506-24.2% | $4,046+3.1% |
| Admin fee / account holder | $216 | $585-63.1% | $10,280-97.9% | $626-65.5% |