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 10-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 Filed as: WHITNEY BANK Service code 21 · EIN 72-1171087 | Bank Trustee | $9,438 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $57,790 | $42,548+35.8% | $74,550-22.5% | $56,287+2.7% |
| Participation rate | 47.8% | 60.5%-12.6pp | 69.1%-21.3pp | 69.9%-22.0pp |
| Annual return | -3.39% | 12.40%-15.8pp | 32.53%-35.9pp | -9.96%+6.6pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,383 | $2,277+4.6% | $3,108-23.3% | $3,350-28.9% |
| Admin fee / account holder | $106 | $467-77.3% | $5,060-97.9% | $521-79.6% |