See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK2 years Service code 21 · EIN 64-0169065 | Bank Trustee | $30,496 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,356 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,113 | $50,956-64.5% | $96,562-81.2% | $86,799-79.1% |
| Participation rate | 79.3% | 65.2%+14.0pp | 69.8%+9.4pp | 72.3%+7.0pp |
| Annual return | 24.68% | 21.27%+3.4pp | 37.78%-13.1pp | 97.91%-73.2pp |
| Employer contribution / active EE | $809 | $1,111-27.2% | $2,356-65.7% | $2,405-66.4% |
| Participant deferral / active EE | $4,100 | $2,954+38.8% | $3,849+6.5% | $4,131-0.7% |
| Admin fee / account holder | $92 | $166-44.5% | $6,181-98.5% | $170-45.7% |