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 BANK4 years Service code 55 · EIN 64-0169065 | Other Commissions | $17,884 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,912 | $59,805+0.2% | $79,550-24.7% | $68,494-12.5% |
| Participation rate | 56.5% | 61.1%-4.5pp | 69.5%-13.0pp | 67.9%-11.4pp |
| Annual return | -8.45% | -12.30%+3.9pp | 0.16%-8.6pp | -7.84%-0.6pp |
| Employer contribution / active EE | $815 | $1,505-45.8% | $2,413-66.2% | $2,596-68.6% |
| Participant deferral / active EE | $2,577 | $3,024-14.8% | $3,985-35.3% | $4,027-36.0% |
| Admin fee / account holder | $49 | $4,835-99.0% | $6,832-99.3% | $5,403-99.1% |