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 15 · EIN 64-0169065 | Recordkeeping | $6,832 |
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 | $69,420 | $64,707+7.3% | $112,228-38.1% | $68,494+1.4% |
| Participation rate | 62.2% | 67.2%-4.9pp | 75.1%-12.8pp | 67.9%-5.6pp |
| Annual return | -10.18% | -11.40%+1.2pp | 27.45%-37.6pp | -7.84%-2.3pp |
| Employer contribution / active EE | $4,433 | $2,746+61.5% | $3,635+22.0% | $2,596+70.8% |
| Participant deferral / active EE | $5,503 | $3,565+54.4% | $4,728+16.4% | $4,027+36.6% |
| Admin fee / account holder | $78 | $5,232-98.5% | $6,410-98.8% | $5,403-98.6% |