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 BANK4 years Service code 27 · EIN 64-0169065 | Advisory (Plan) | $47,394 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,351 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,593 | $86,655-34.7% | $119,609-52.7% | $66,914-15.4% |
| Participation rate | 96.4% | 75.6%+20.8pp | 79.3%+17.2pp | 69.8%+26.6pp |
| Annual return | -15.74% | -8.00%-7.7pp | -14.97%-0.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,133 | $2,536-15.9% | $4,232-49.6% | $2,544-16.2% |
| Participant deferral / active EE | $4,462 | $4,358+2.4% | $5,602-20.3% | $4,237+5.3% |
| Admin fee / account holder | $192 | $755-74.5% | $10,323-98.1% | $593-67.6% |