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 BANK4 years Service code 21 · EIN 64-0169065 | Bank Trustee | $54 |
CHARLES SCHWAB & CO., INC.9+ 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.
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 | $27,269 | $53,165-48.7% | $86,188-68.4% | $74,419-63.4% |
| Participation rate | 55.0% | 64.9%-9.8pp | 69.0%-13.9pp | 70.7%-15.7pp |
| Annual return | 16.87% | 22.64%-5.8pp | 1168.45%-1151.6pp | 34.38%-17.5pp |
| Employer contribution / active EE | $328 | $1,210-72.9% | $2,380-86.2% | $2,637-87.6% |
| Participant deferral / active EE | $1,058 | $3,234-67.3% | $3,985-73.5% | $4,528-76.6% |
| Admin fee / account holder | $0 | $551-100.0% | $6,852-100.0% | $348-100.0% |