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 BANK2 years Service code 15 · EIN 64-0169065 | Recordkeeping | $6,570 |
CHARLES SCHWAB & CO., INC.2 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,009 | $76,670-8.7% | $96,683-27.6% | $71,457-2.0% |
| Participation rate | 60.0% | 66.6%-6.6pp | 74.3%-14.3pp | 67.9%-7.9pp |
| Annual return | 3.99% | 48.29%-44.3pp | 35.69%-31.7pp | 28.85%-24.9pp |
| Employer contribution / active EE | $2,346 | $3,031-22.6% | $3,737-37.2% | $2,588-9.4% |
| Participant deferral / active EE | $4,923 | $3,771+30.6% | $4,878+0.9% | $4,289+14.8% |
| Admin fee / account holder | $68 | $2,028-96.7% | $6,730-99.0% | $1,587-95.7% |