See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANKPLUS WEALTH MANAGMENT Service code 27 · EIN 64-0134513 | Advisory (Plan) | $55,212 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $20,117 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,378 | $81,248+99.9% | $155,509+4.4% | $80,856+100.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.90% | 33.31%-19.4pp | 64.67%-50.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $17,615 | $3,100+468.2% | $4,672+277.0% | $2,755+539.4% |
| Participant deferral / active EE | $5,738 | $3,452+66.2% | $5,626+2.0% | $4,296+33.6% |
| Admin fee / account holder | $673 | $7,997-91.6% | $15,912-95.8% | $6,918-90.3% |