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 BANK5 years Service code 27 · EIN 64-0169065 | Advisory (Plan) | $8,810 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$557 |
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 | $62,796 | $92,971-32.5% | $96,683-35.0% | $74,419-15.6% |
| Participation rate | 53.3% | 71.5%-18.2pp | 74.3%-21.0pp | 70.7%-17.4pp |
| Annual return | 20.73% | 37.49%-16.8pp | 35.69%-15.0pp | 34.38%-13.6pp |
| Employer contribution / active EE | $2,379 | $3,426-30.6% | $3,737-36.3% | $2,637-9.8% |
| Participant deferral / active EE | $4,698 | $3,970+18.3% | $4,878-3.7% | $4,528+3.7% |
| Admin fee / account holder | $38 | $633-94.0% | $6,730-99.4% | $348-89.1% |