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 BANK2+ years Service code 21 · EIN 64-0169065 | Bank Trustee | $11,265 |
CHARLES SCHWAB & CO., INC.2+ 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.
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 | $56,974 | $63,442-10.2% | $68,791-17.2% | $66,914-14.9% |
| Participation rate | 48.7% | 60.0%-11.3pp | 69.0%-20.4pp | 69.8%-21.1pp |
| Annual return | -18.21% | -8.29%-9.9pp | -6.38%-11.8pp | 1.58%-19.8pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,059 | $2,945-30.1% | $3,941-47.7% | $4,237-51.4% |
| Admin fee / account holder | $150 | $577-74.0% | $4,932-97.0% | $593-74.7% |