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 |
|---|---|---|
Service code 15 · EIN 27-1835823 | Recordkeeping | $17,750 |
BANKPLUS WEALTH MANAGEMENT2 years Filed as: BANKPLUS WEALTH MANAGEMENT GROUP Service code 26 · EIN 64-0655312 | Advisory (Participants) | $14,422 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,469 | $62,586-86.5% | $76,768-89.0% | $64,186-86.8% |
| Participation rate | 74.4% | 72.8%+1.6pp | 77.0%-2.5pp | 69.6%+4.9pp |
| Annual return | -4.84% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,035 | $1,832-43.5% | $2,485-58.3% | $2,381-56.5% |
| Participant deferral / active EE | $1,287 | $3,145-59.1% | $3,852-66.6% | $3,470-62.9% |
| Admin fee / account holder | $249 | $4,667-94.7% | $6,675-96.3% | $4,888-94.9% |