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 |
|---|---|---|
NATIONWIDE3+ years Service code 19 · EIN 31-4156930 | Securities Custodian | $33,030 |
TRUSTMARK NATIONAL BANK3+ years Service code 15 · EIN 61-0180810 | Recordkeeping | $9,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,807 | $55,453-62.5% | $170,442-87.8% | $62,292-66.6% |
| Participation rate | 51.2% | 66.4%-15.1pp | 83.6%-32.3pp | 69.5%-18.3pp |
| Annual return | 14.24% | 21.38%-7.1pp | 205.93%-191.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $462 | $2,164-78.6% | $5,433-91.5% | $2,042-77.4% |
| Participant deferral / active EE | $1,174 | $2,303-49.0% | $4,939-76.2% | $3,169-62.9% |
| Admin fee / account holder | $253 | $455-44.3% | $13,880-98.2% | $479-47.1% |