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 5-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+ years Service code 21 · EIN 64-0169065 | Bank Trustee | $8,927 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,544 | $60,776+24.3% | $85,682-11.8% | $79,386-4.8% |
| Participation rate | 49.1% | 62.1%-13.0pp | 69.9%-20.8pp | 70.7%-21.6pp |
| Annual return | 20.72% | 16.57%+4.2pp | 21.49%-0.8pp | 116.85%-96.1pp |
| Employer contribution / active EE | $4 | $1,663-99.7% | $2,618-99.8% | $2,427-99.8% |
| Participant deferral / active EE | $2,677 | $2,919-8.3% | $3,923-31.7% | $4,046-33.8% |
| Admin fee / account holder | $128 | $438-70.9% | $6,873-98.1% | $626-79.6% |