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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
HANCOCK WHITNEY BANK1 year Service code 21 · EIN 64-0169065 | Bank Trustee | $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,536 | $64,286-66.5% | $90,951-76.3% | $73,409-70.7% |
| Participation rate | 59.9% | 63.6%-3.7pp | 69.0%-9.2pp | 72.2%-12.3pp |
| Annual return | 12.64% | 21.45%-8.8pp | 134.60%-122.0pp | 59.29%-46.7pp |
| Employer contribution / active EE | $300 | $895-66.5% | $2,122-85.9% | $2,234-86.6% |
| Participant deferral / active EE | $915 | $2,453-62.7% | $3,373-72.9% | $3,805-76.0% |
| Admin fee / account holder | $0 | $287-100.0% | $5,959-100.0% | $158-100.0% |