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 BANK4 years Service code 55 · EIN 64-0169065 | Other Commissions | $33,786 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$12,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,365 | $106,236-43.2% | $112,228-46.2% | $64,808-6.9% |
| Participation rate | 47.4% | 71.7%-24.3pp | 75.1%-27.7pp | 71.5%-24.1pp |
| Annual return | -15.81% | -6.02%-9.8pp | 27.45%-43.3pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,885 | $3,166-40.5% | $3,635-48.1% | $2,506-24.8% |
| Participant deferral / active EE | $3,535 | $3,785-6.6% | $4,728-25.2% | $4,310-18.0% |
| Admin fee / account holder | -$63 | $452-114.0% | $6,410-101.0% | $188-133.7% |