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 BANK3+ years Filed as: WHITNEY BANK Service code 21 · EIN 72-1171087 | Bank Trustee | $31,838 |
CHARLES SCHWAB & CO., INC.3+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,586 | $161,852-70.6% | $92,233-48.4% | - |
| Participation rate | 44.4% | 64.7%-20.3pp | 76.5%-32.0pp | - |
| Annual return | 12.82% | 7.35%+5.5pp | 176.28%-163.5pp | - |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,679-100.0% | - |
| Participant deferral / active EE | $1,636 | $2,669-38.7% | $3,897-58.0% | - |
| Admin fee / account holder | $298 | $7,254-95.9% | $5,194-94.3% | - |