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 BANK5 years Service code 21 · EIN 64-0169065 | Bank Trustee | $17,348 |
CHARLES SCHWAB & CO., INC.9+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,973 | $84,414-58.6% | $164,813-78.8% | - |
| Participation rate | 90.0% | 69.4%+20.6pp | 78.6%+11.4pp | - |
| Annual return | 23.74% | 13.94%+9.8pp | 69.93%-46.2pp | - |
| Employer contribution / active EE | $1,841 | $2,400-23.3% | $4,341-57.6% | - |
| Participant deferral / active EE | $1,433 | $4,277-66.5% | $6,031-76.2% | - |
| Admin fee / account holder | $62 | $4,429-98.6% | $12,690-99.5% | - |