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 |
|---|---|---|
BANCORPSOUTH BANK2+ years Service code 55 · EIN 64-0782370 | Other Commissions | $13,897 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,858 | $44,425+1.0% | $67,834-33.9% | $55,167-18.7% |
| Participation rate | 49.2% | 59.7%-10.5pp | 68.8%-19.6pp | 69.0%-19.8pp |
| Annual return | 9.05% | 17.80%-8.8pp | 138.47%-129.4pp | 169.23%-160.2pp |
| Employer contribution / active EE | $702 | $1,351-48.0% | $2,403-70.8% | $1,963-64.2% |
| Participant deferral / active EE | $2,153 | $2,166-0.6% | $3,160-31.9% | $3,054-29.5% |
| Admin fee / account holder | $25 | $530-95.3% | $4,622-99.5% | $504-95.1% |