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 8-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 BANK1 year Service code 55 · EIN 64-0169065 | Other Commissions | $23,736 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $87,552 | $63,114+38.7% | $92,893-5.7% | $65,185+34.3% |
| Participation rate | 47.9% | 68.8%-20.9pp | 76.0%-28.1pp | 70.2%-22.3pp |
| Annual return | 26.76% | 28.75%-2.0pp | 109.41%-82.6pp | 29.38%-2.6pp |
| Employer contribution / active EE | $2,037 | $2,571-20.8% | $3,653-44.2% | $2,177-6.4% |
| Participant deferral / active EE | $4,014 | $3,108+29.1% | $4,236-5.2% | $3,514+14.2% |
| Admin fee / account holder | $24 | $624-96.2% | $5,794-99.6% | $847-97.2% |