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 BANK5+ years Filed as: WHITNEY BANK Service code 21 · EIN 72-1171087 | Bank Trustee | $20,261 |
CHARLES SCHWAB & CO., INC.5+ 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 | $47,382 | $63,114-24.9% | $92,893-49.0% | $65,185-27.3% |
| Participation rate | 45.1% | 68.8%-23.7pp | 76.0%-30.9pp | 70.2%-25.1pp |
| Annual return | 23.59% | 28.75%-5.2pp | 109.41%-85.8pp | 29.38%-5.8pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,541 | $3,108-18.2% | $4,236-40.0% | $3,514-27.7% |
| Admin fee / account holder | $176 | $624-71.7% | $5,794-97.0% | $847-79.2% |