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 BANK3 years Service code 55 · EIN 64-0169065 | Other Commissions | $31,952 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,501 | $78,275+36.1% | $109,143-2.4% | $86,799+22.7% |
| Participation rate | 37.9% | 73.8%-36.0pp | 75.9%-38.0pp | 72.3%-34.4pp |
| Annual return | 17.83% | 19.14%-1.3pp | 25.75%-7.9pp | 97.91%-80.1pp |
| Employer contribution / active EE | $1,549 | $3,105-50.1% | $3,722-58.4% | $2,405-35.6% |
| Participant deferral / active EE | $3,140 | $3,641-13.7% | $4,653-32.5% | $4,131-24.0% |
| Admin fee / account holder | $1 | $198-99.7% | $6,752-100.0% | $170-99.7% |