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 |
|---|---|---|
MAGNOLIA CAPITAL ADVISORS2 years Filed as: MAGNOLIA CAPITAL ADVISORS, LLC Service code 28 · EIN 83-1488684 4500 I-55 NORTH · JACKSON, MS 39211 | Investment Management | $45,632 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,360 | $65,946-79.7% | $81,783-83.7% | $77,671-82.8% |
| Participation rate | 99.2% | 65.8%+33.4pp | 72.4%+26.8pp | 70.6%+28.6pp |
| Annual return | 13.15% | 26.65%-13.5pp | 775.05%-761.9pp | 31.21%-18.1pp |
| Employer contribution / active EE | $1,098 | $2,371-53.7% | $2,913-62.3% | $2,726-59.7% |
| Participant deferral / active EE | $2,368 | $3,507-32.5% | $4,320-45.2% | $4,648-49.1% |
| Admin fee / account holder | $67 | $527-87.3% | $7,380-99.1% | $430-84.4% |