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 BANK4 years Service code 26 · EIN 64-0169065 701 POYDRAS STREET · NEW ORLEANS, LA 70139 | Advisory (Participants) | $30,674 |
Service code 15 · EIN 01-0233346 P. O. BOX 2495 · CAROL STREAM, IL 601322495 | Recordkeeping | $3,690 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,875 | $106,236-60.6% | $112,228-62.7% | $64,808-35.4% |
| Participation rate | 72.8% | 71.7%+1.1pp | 75.1%-2.3pp | 71.5%+1.3pp |
| Annual return | -15.41% | -6.02%-9.4pp | 27.45%-42.9pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,814 | $3,166-42.7% | $3,635-50.1% | $2,506-27.6% |
| Participant deferral / active EE | $3,056 | $3,785-19.3% | $4,728-35.4% | $4,310-29.1% |
| Admin fee / account holder | $35 | $452-92.3% | $6,410-99.5% | $188-81.5% |