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.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
HANCOCK WHITNEY BANK2 years 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,885 | $50,956-49.2% | $96,562-73.2% | $86,799-70.2% |
| Participation rate | 59.1% | 65.2%-6.2pp | 69.8%-10.8pp | 72.3%-13.2pp |
| Annual return | 16.33% | 21.27%-4.9pp | 37.78%-21.5pp | 97.91%-81.6pp |
| Employer contribution / active EE | $319 | $1,111-71.3% | $2,356-86.5% | $2,405-86.8% |
| Participant deferral / active EE | $1,052 | $2,954-64.4% | $3,849-72.7% | $4,131-74.5% |
| Admin fee / account holder | $1 | $166-99.5% | $6,181-100.0% | $170-99.5% |