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 BANK4 years Filed as: WHITNEY BANK Service code 21 · EIN 72-1171087 | Bank Trustee | $2,990 |
CHARLES SCHWAB & CO., INC.5+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $65,326 | $49,138+32.9% | $84,015-22.2% | $65,185+0.2% |
| Participation rate | 41.0% | 60.7%-19.8pp | 69.0%-28.0pp | 70.2%-29.2pp |
| Annual return | 24.54% | 23.00%+1.5pp | 71.31%-46.8pp | 29.38%-4.8pp |
| Employer contribution / active EE | $178 | $914-80.5% | $1,983-91.0% | $2,177-91.8% |
| Participant deferral / active EE | $2,018 | $2,397-15.8% | $3,239-37.7% | $3,514-42.6% |
| Admin fee / account holder | $29 | $543-94.7% | $6,101-99.5% | $847-96.6% |