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 55 · EIN 64-0169065 | Other Commissions | $73,056 |
POSTLETHWAITE & NETTERVILLE2 years Filed as: POSTLETHWAITE & NETTERVILLE, APAC Service code 10 · EIN 72-1202445 | Accounting | $20,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,468 | $66,051-23.6% | $92,893-45.7% | $77,787-35.1% |
| Participation rate | 19.5% | 81.0%-61.5pp | 76.0%-56.5pp | 73.2%-53.7pp |
| Annual return | 24.03% | 20.69%+3.3pp | 109.41%-85.4pp | 32.57%-8.5pp |
| Employer contribution / active EE | $416 | $3,426-87.9% | $3,653-88.6% | $2,504-83.4% |
| Participant deferral / active EE | $1,554 | $3,013-48.4% | $4,236-63.3% | $3,967-60.8% |
| Admin fee / account holder | $29 | $148-80.7% | $5,794-99.5% | $100-71.5% |