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 BANK2 years Service code 26 · EIN 64-0169065 701 POYDRAS ST · NEW ORLEANS, LA 70139 | Advisory (Participants) | $29,126 |
Service code 15 · EIN 01-0233346 P. O. BOX 2495 · CAROL STREAM, IL 601322495 | Recordkeeping | $2,845 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,044 | $91,517-51.9% | $101,248-56.5% | $73,409-40.0% |
| Participation rate | 74.2% | 73.8%+0.5pp | 75.8%-1.6pp | 72.2%+2.1pp |
| Annual return | 18.18% | 17.17%+1.0pp | 46.47%-28.3pp | 59.29%-41.1pp |
| Employer contribution / active EE | $1,752 | $2,877-39.1% | $3,660-52.1% | $2,234-21.6% |
| Participant deferral / active EE | $2,969 | $3,338-11.1% | $4,370-32.1% | $3,805-22.0% |
| Admin fee / account holder | $30 | $216-86.3% | $5,945-99.5% | $158-81.2% |