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 |
|---|---|---|
REAMS ASSET MANAGEMENT2+ years Service code 28 · EIN 43-1925734 | Investment Management | $25,773 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $22,080 |
NEEDLES & ASSOCIATES, LLC2+ years Service code 10 · EIN 51-0435869 | Accounting | $19,427 |
Service code 29 · EIN 77-0999672 | Legal | $9,186 |
HANCOCK WHITNEY BANK2+ years Filed as: WHITNEY BANK Service code 19 · EIN 64-0169065 | Securities Custodian | $5,992 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,479 | $80,354-90.7% | $133,980-94.4% | $63,975-88.3% |
| Participation rate | 89.7% | 87.5%+2.1pp | 87.1%+2.6pp | 71.1%+18.5pp |
| Annual return | 4.43% | 13.11%-8.7pp | 29.30%-24.9pp | 48.65%-44.2pp |
| Employer contribution / active EE | $391 | $3,503-88.8% | $5,211-92.5% | $2,182-82.1% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $58 | $69-15.7% | $9,324-99.4% | $70-17.1% |