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 |
|---|---|---|
HANCOCK WHITNEY BANK1 year Service code 26 · EIN 64-0169065 701 POYDRAS ST · NEW ORLEANS, LA 70139 | Advisory (Participants) | $23,458 |
Service code 15 · EIN 01-0233346 P. O. BOX 2495 · CAROL STREAM, IL 601322495 | Recordkeeping | $2,434 |
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 | $38,642 | $66,601-42.0% | $92,893-58.4% | $67,579-42.8% |
| Participation rate | 76.2% | 72.5%+3.7pp | 76.0%+0.2pp | 71.3%+4.9pp |
| Annual return | 34.32% | 92.58%-58.3pp | 109.41%-75.1pp | 378.56%-344.2pp |
| Employer contribution / active EE | $1,636 | $2,775-41.0% | $3,653-55.2% | $2,148-23.8% |
| Participant deferral / active EE | $2,769 | $3,157-12.3% | $4,236-34.6% | $3,539-21.8% |
| Admin fee / account holder | $20 | $199-90.0% | $5,794-99.7% | $142-86.0% |