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 Filed as: WHITNEY BANK Service code 21 · EIN 72-1171087 | Bank Trustee | $25,115 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,589 | $40,174-76.1% | $84,015-88.6% | $67,579-85.8% |
| Participation rate | 80.9% | 62.7%+18.2pp | 69.0%+11.9pp | 71.3%+9.6pp |
| Annual return | 19.06% | 25.82%-6.8pp | 71.31%-52.2pp | 378.56%-359.5pp |
| Employer contribution / active EE | $531 | $808-34.2% | $1,983-73.2% | $2,148-75.3% |
| Participant deferral / active EE | $2,487 | $2,301+8.1% | $3,239-23.2% | $3,539-29.7% |
| Admin fee / account holder | $78 | $128-38.8% | $6,101-98.7% | $142-44.8% |