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 BANK2 years Service code 55 · EIN 64-0169065 | Other Commissions | $26,359 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $350 |
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 | $99,813 | $69,362+43.9% | $101,248-1.4% | $73,488+35.8% |
| Participation rate | 48.1% | 68.4%-20.3pp | 75.8%-27.7pp | 70.7%-22.6pp |
| Annual return | 19.46% | 18.46%+1.0pp | 46.47%-27.0pp | 28.51%-9.1pp |
| Employer contribution / active EE | $2,050 | $2,628-22.0% | $3,660-44.0% | $2,270-9.7% |
| Participant deferral / active EE | $4,178 | $3,300+26.6% | $4,370-4.4% | $3,740+11.7% |
| Admin fee / account holder | $3 | $704-99.6% | $5,945-100.0% | $513-99.4% |