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 8-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 |
|---|---|---|
TRUSTMARK NATIONAL BANK1+ years Service code 27 PO BOX 291 · JACKSON, MS 392050291 | Advisory (Plan) | $37,434 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,595 | $69,305-48.6% | $82,313-56.8% | $69,631-48.9% |
| Participation rate | 45.3% | 80.3%-35.0pp | 76.9%-31.6pp | 70.7%-25.4pp |
| Annual return | 14.55% | 21.47%-6.9pp | 25.88%-11.3pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,184 | $1,887-37.2% | $2,428-51.2% | $2,032-41.7% |
| Participant deferral / active EE | $1,962 | $3,568-45.0% | $3,706-47.1% | $3,224-39.1% |
| Admin fee / account holder | $245 | $97+152.1% | $5,608-95.6% | $110+121.9% |