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 9-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 | $13,905 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,168 |
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 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 | $51,918 | $54,573-4.9% | $90,951-42.9% | $73,488-29.4% |
| Participation rate | 49.5% | 61.2%-11.7pp | 69.0%-19.5pp | 70.7%-21.2pp |
| Annual return | 9.27% | 16.69%-7.4pp | 134.60%-125.3pp | 28.51%-19.2pp |
| Employer contribution / active EE | $777 | $991-21.7% | $2,122-63.4% | $2,270-65.8% |
| Participant deferral / active EE | $1,404 | $2,517-44.2% | $3,373-58.4% | $3,740-62.5% |
| Admin fee / account holder | $26 | $521-95.1% | $5,959-99.6% | $513-95.0% |