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 BANK5 years Service code 21 · EIN 64-0169065 | Bank Trustee | $2,587 |
CHARLES SCHWAB & CO., INC.10+ 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 | $73,308 | $54,193+35.3% | $93,606-21.7% | $77,643-5.6% |
| Participation rate | 41.6% | 63.9%-22.4pp | 68.7%-27.1pp | 70.6%-29.0pp |
| Annual return | 11.94% | 30.54%-18.6pp | 133.20%-121.3pp | 31.24%-19.3pp |
| Employer contribution / active EE | $963 | $1,168-17.5% | $2,420-60.2% | $2,726-64.7% |
| Participant deferral / active EE | $3,198 | $3,144+1.7% | $4,411-27.5% | $4,647-31.2% |
| Admin fee / account holder | $18 | $576-96.9% | $8,285-99.8% | $430-95.9% |