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 BANK7+ years Service code 27 · EIN 64-0782370 | Advisory (Plan) | $28,864 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,641 | $99,016-71.1% | $93,789-69.5% | $66,914-57.2% |
| Participation rate | 64.1% | 82.1%-18.0pp | 81.0%-16.9pp | 69.8%-5.7pp |
| Annual return | -17.98% | -14.59%-3.4pp | -11.33%-6.6pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,790 | $4,769-62.5% | $4,323-58.6% | $2,544-29.6% |
| Participant deferral / active EE | $0 | $6,689-100.0% | $6,094-100.0% | $4,237-100.0% |
| Admin fee / account holder | $158 | $477-66.9% | $7,195-97.8% | $593-73.4% |