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 4-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 |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,299 |
FTB ADVISORS, INC.2 years Service code 27 · EIN 62-1254528 | Advisory (Plan) | $15,295 |
Filed as: BANKPLUS WEALTH MANAGEMENT GROUP Service code 27 · EIN 64-0134513 | Advisory (Plan) | $8,934 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,552 | $56,767-53.2% | $101,794-73.9% | $85,563-69.0% |
| Participation rate | 31.3% | 57.6%-26.3pp | 69.2%-37.9pp | 66.0%-34.6pp |
| Annual return | 21.88% | 17.76%+4.1pp | 30.53%-8.6pp | 31.51%-9.6pp |
| Employer contribution / active EE | $1,246 | $1,112+12.0% | $2,289-45.6% | $2,654-53.1% |
| Participant deferral / active EE | $1,762 | $2,720-35.2% | $4,084-56.9% | $4,375-59.7% |
| Admin fee / account holder | $298 | $1,098-72.9% | $8,777-96.6% | $834-64.3% |