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 10-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 21 · EIN 64-0169065 | Bank Trustee | $1,300 |
CHARLES SCHWAB & CO., INC.7+ 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 | $16,086 | $86,655-81.4% | $119,609-86.6% | $66,914-76.0% |
| Participation rate | 82.8% | 75.6%+7.3pp | 79.3%+3.6pp | 69.8%+13.0pp |
| Annual return | -15.96% | -8.00%-8.0pp | -14.97%-1.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,255 | $2,536-11.1% | $4,232-46.7% | $2,544-11.4% |
| Participant deferral / active EE | $1,361 | $4,358-68.8% | $5,602-75.7% | $4,237-67.9% |
| Admin fee / account holder | $3 | $755-99.6% | $10,323-100.0% | $593-99.5% |