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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $37,484 |
BANCORPSOUTH BANK9+ years Service code 27 · EIN 64-0782370 | Advisory (Plan) | $29,515 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,033 | $113,016-66.3% | $103,476-63.2% | $74,495-48.9% |
| Participation rate | 59.8% | 80.8%-21.0pp | 80.5%-20.7pp | 67.2%-7.4pp |
| Annual return | 22.72% | 23.24%-0.5pp | 23.90%-1.2pp | 1364.94%-1342.2pp |
| Employer contribution / active EE | $1,843 | $4,881-62.2% | $4,672-60.6% | $2,623-29.7% |
| Participant deferral / active EE | $0 | $7,279-100.0% | $6,623-100.0% | $4,346-100.0% |
| Admin fee / account holder | $237 | $1,709-86.1% | $9,413-97.5% | $1,942-87.8% |