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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK6 years Service code 21 · EIN 64-0169065 | Bank Trustee | $27,416 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,896 | $96,484-62.8% | $156,263-77.0% | $74,304-51.7% |
| Participation rate | 98.3% | 67.7%+30.6pp | 78.9%+19.4pp | 60.3%+37.9pp |
| Annual return | 12.94% | 17.73%-4.8pp | 59.47%-46.5pp | 29.43%-16.5pp |
| Employer contribution / active EE | $2,144 | $2,528-15.2% | $4,333-50.5% | $2,241-4.3% |
| Participant deferral / active EE | $1,794 | $4,286-58.1% | $6,158-70.9% | $3,767-52.4% |
| Admin fee / account holder | $89 | $3,728-97.6% | $14,255-99.4% | $2,969-97.0% |