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 27 · EIN 64-0782370 | Advisory (Plan) | $19,059 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Participant contribution per participant 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 | $29,544 | $92,897-68.2% | $90,782-67.5% | $56,287-47.5% |
| Participation rate | 70.5% | 80.7%-10.2pp | 82.7%-12.1pp | 69.9%+0.7pp |
| Annual return | 6.96% | -2.59%+9.6pp | -3.42%+10.4pp | -9.96%+16.9pp |
| Employer contribution / active EE | $1,730 | $3,871-55.3% | $4,105-57.9% | $2,111-18.1% |
| Participant deferral / active EE | $0 | $5,551-100.0% | $5,366-100.0% | $3,350-100.0% |
| Admin fee / account holder | $71 | $440-83.9% | $5,908-98.8% | $521-86.4% |