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 55 · EIN 64-0169065 | Other Commissions | $42,498 |
Service code 55 · EIN 13-2638166 | Other Commissions | $22,803 |
POSTLETHWAITE & NETTERVILLE3 years Filed as: POSTLETHWAITE & NETTERVILLE, APAC Service code 10 · EIN 72-1202445 | Accounting | $10,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,118 |
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 | $52,714 | $81,719-35.5% | $101,248-47.9% | $90,288-41.6% |
| Participation rate | 26.7% | 80.7%-54.0pp | 75.8%-49.1pp | 73.4%-46.6pp |
| Annual return | 16.68% | 337.64%-321.0pp | 46.47%-29.8pp | 53.97%-37.3pp |
| Employer contribution / active EE | $619 | $3,622-82.9% | $3,660-83.1% | $2,524-75.5% |
| Participant deferral / active EE | $2,430 | $3,310-26.6% | $4,370-44.4% | $4,232-42.6% |
| Admin fee / account holder | $21 | $162-87.0% | $5,945-99.6% | $114-81.6% |