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 Service code 21 · EIN 64-0169065 | Bank Trustee | $6,245 |
CHARLES SCHWAB & CO., INC.9+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,074 | $54,701+20.8% | $86,188-23.3% | $71,457-7.5% |
| Participation rate | 48.2% | 60.1%-11.9pp | 69.0%-20.7pp | 67.9%-19.7pp |
| Annual return | 15.10% | 20.06%-5.0pp | 1168.45%-1153.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $997 | $1,265-21.2% | $2,380-58.1% | $2,588-61.5% |
| Participant deferral / active EE | $3,646 | $3,108+17.3% | $3,985-8.5% | $4,289-15.0% |
| Admin fee / account holder | $47 | $1,922-97.6% | $6,852-99.3% | $1,587-97.1% |