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 Filed as: WHITNEY BANK Service code 21 · EIN 72-1171087 | Bank Trustee | $152 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,974 | $40,174-55.3% | $84,015-78.6% | $67,579-73.4% |
| Participation rate | 63.7% | 62.7%+1.0pp | 69.0%-5.3pp | 71.3%-7.6pp |
| Annual return | 23.04% | 25.82%-2.8pp | 71.31%-48.3pp | 378.56%-355.5pp |
| Employer contribution / active EE | $259 | $808-67.9% | $1,983-86.9% | $2,148-87.9% |
| Participant deferral / active EE | $808 | $2,301-64.9% | $3,239-75.1% | $3,539-77.2% |
| Admin fee / account holder | $2 | $128-98.4% | $6,101-100.0% | $142-98.6% |