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 BANK2+ years Filed as: WHITNEY BANK Service code 21 · EIN 72-1171087 | Bank Trustee | $30,716 |
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.
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 | $39,363 | $52,884-25.6% | $84,750-53.6% | $55,167-28.6% |
| Participation rate | 51.4% | 67.5%-16.2pp | 76.6%-25.2pp | 69.0%-17.6pp |
| Annual return | 8.15% | 18.03%-9.9pp | 22.78%-14.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,322 | $2,644-12.2% | $3,712-37.4% | $3,054-24.0% |
| Admin fee / account holder | $221 | $581-61.9% | $5,332-95.9% | $504-56.1% |