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 BANK5 years Service code 27 · EIN 64-0169065 | Advisory (Plan) | $38,039 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,959 |
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 | $59,521 | $82,978-28.3% | $129,995-54.2% | $71,457-16.7% |
| Participation rate | 92.6% | 74.1%+18.5pp | 78.5%+14.1pp | 67.9%+24.7pp |
| Annual return | 16.61% | 20.60%-4.0pp | -137.18%+153.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,606 | $2,622-38.8% | $4,320-62.8% | $2,588-38.0% |
| Participant deferral / active EE | $4,552 | $4,432+2.7% | $5,820-21.8% | $4,289+6.1% |
| Admin fee / account holder | $186 | $1,729-89.2% | $10,614-98.2% | $1,587-88.3% |