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 BANK3+ years Service code 55 · EIN 64-0782370 | Other Commissions | $15,747 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $53,339 | $46,297+15.2% | $71,671-25.6% | $62,292-14.4% |
| Participation rate | 50.0% | 60.6%-10.6pp | 68.7%-18.7pp | 69.5%-19.5pp |
| Annual return | 17.13% | 22.32%-5.2pp | 20.65%-3.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $820 | $1,412-41.9% | $2,460-66.7% | $2,042-59.9% |
| Participant deferral / active EE | $2,413 | $2,235+7.9% | $3,438-29.8% | $3,169-23.9% |
| Admin fee / account holder | $13 | $461-97.3% | $5,558-99.8% | $479-97.4% |