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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.
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| Provider | Service type | Compensation |
|---|---|---|
TRUSTMARK NATIONAL BANK3+ years Service code 27 PO BOX 291 · JACKSON, MS 392050291 | Advisory (Plan) | $34,357 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,423 | $73,404-54.5% | $87,100-61.6% | $67,579-50.5% |
| Participation rate | 53.4% | 80.9%-27.5pp | 76.9%-23.5pp | 71.3%-17.9pp |
| Annual return | 18.08% | 48.29%-30.2pp | 28.19%-10.1pp | 378.56%-360.5pp |
| Employer contribution / active EE | $1,454 | $2,014-27.8% | $2,521-42.3% | $2,148-32.3% |
| Participant deferral / active EE | $2,542 | $3,913-35.0% | $4,049-37.2% | $3,539-28.2% |
| Admin fee / account holder | $183 | $142+29.5% | $7,497-97.6% | $142+28.9% |