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 BANK6 years Service code 27 · EIN 64-0169065 | Advisory (Plan) | $35,154 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,556 |
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 | $64,413 | $82,917-22.3% | $103,333-37.7% | $77,643-17.0% |
| Participation rate | 51.0% | 71.6%-20.5pp | 74.5%-23.5pp | 70.6%-19.6pp |
| Annual return | 16.42% | 19.13%-2.7pp | 24.88%-8.5pp | 31.24%-14.8pp |
| Employer contribution / active EE | $2,219 | $3,552-37.5% | $3,868-42.6% | $2,726-18.6% |
| Participant deferral / active EE | $4,242 | $4,108+3.3% | $5,057-16.1% | $4,647-8.7% |
| Admin fee / account holder | $259 | $638-59.5% | $8,355-96.9% | $430-39.9% |