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 |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $117,449 |
HANCOCK WHITNEY BANK1 year Service code 10 PO BOX 61260 · NEW ORLEANS, LA 70161 | Accounting | $28,000 |
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 | $34,532 | $41,467-16.7% | $67,313-48.7% | $55,725-38.0% |
| Participation rate | 93.4% | 62.5%+30.9pp | 69.1%+24.3pp | 70.9%+22.5pp |
| Annual return | -4.60% | 0.82%-5.4pp | -4.08%-0.5pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,332 | $1,316+1.2% | $2,566-48.1% | $2,078-35.9% |
| Participant deferral / active EE | $4,038 | $2,399+68.3% | $3,568+13.2% | $3,356+20.3% |
| Admin fee / account holder | $124 | $102+21.8% | $4,507-97.2% | $115+7.9% |