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 BANK1 year Service code 21 · EIN 64-0169065 | Bank Trustee | $2,268 |
CHARLES SCHWAB & CO., INC.6+ 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 | $68,281 | $54,573+25.1% | $90,951-24.9% | $73,488-7.1% |
| Participation rate | 48.7% | 61.2%-12.5pp | 69.0%-20.3pp | 70.7%-22.0pp |
| Annual return | 13.40% | 16.69%-3.3pp | 134.60%-121.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $977 | $991-1.4% | $2,122-53.9% | $2,270-57.0% |
| Participant deferral / active EE | $2,714 | $2,517+7.8% | $3,373-19.5% | $3,740-27.4% |
| Admin fee / account holder | $20 | $521-96.1% | $5,959-99.7% | $513-96.1% |