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 BANK4+ years Filed as: WHITNEY BANK Service code 21 · EIN 72-1171087 | Bank Trustee | $27,267 |
CHARLES SCHWAB & CO., INC.4+ 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.
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 | $38,335 | $55,449-30.9% | $83,848-54.3% | $56,287-31.9% |
| Participation rate | 46.2% | 68.0%-21.8pp | 76.1%-29.9pp | 69.9%-23.6pp |
| Annual return | -4.70% | -1.38%-3.3pp | 850.88%-855.6pp | -9.96%+5.3pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,278 | $2,935-22.4% | $4,082-44.2% | $3,350-32.0% |
| Admin fee / account holder | $246 | $656-62.6% | $5,478-95.5% | $521-52.8% |