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 BANK5 years Service code 55 · EIN 64-0169065 | Other Commissions | $16,937 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,525 |
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.
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 | $69,777 | $54,701+27.6% | $86,188-19.0% | $71,457-2.4% |
| Participation rate | 33.1% | 60.1%-27.0pp | 69.0%-35.8pp | 67.9%-34.8pp |
| Annual return | 6.87% | 20.06%-13.2pp | 1168.45%-1161.6pp | 28.85%-22.0pp |
| Employer contribution / active EE | $649 | $1,265-48.7% | $2,380-72.7% | $2,588-74.9% |
| Participant deferral / active EE | $1,700 | $3,108-45.3% | $3,985-57.3% | $4,289-60.4% |
| Admin fee / account holder | $46 | $1,922-97.6% | $6,852-99.3% | $1,587-97.1% |