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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $144,392 |
HANCOCK WHITNEY BANK2 years Service code 10 PO BOX 61260 · NEW ORLEANS, LA 70161 | Accounting | $7,750 |
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 | $38,740 | $46,423-16.5% | $75,886-49.0% | $67,579-42.7% |
| Participation rate | 95.0% | 63.1%+31.9pp | 69.3%+25.7pp | 71.3%+23.7pp |
| Annual return | 22.79% | 32.29%-9.5pp | 30.76%-8.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,406 | $1,4060% | $2,500-43.7% | $2,148-34.5% |
| Participant deferral / active EE | $3,828 | $2,564+49.3% | $3,603+6.3% | $3,539+8.2% |
| Admin fee / account holder | $109 | $132-16.9% | $5,418-98.0% | $142-23.1% |