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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,995 |
TRUSTMARK NATIONAL BANK4+ years Service code 25 248 E CAPITOL ST STE 580 · JACKSON, MS 39201 | Directed Trustee | $20,020 |
MAY & COMPANY LLP1 year Service code 10 110 MONUMENT PL · VICKSBURG, MS 39180 | Accounting | $13,000 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,333 | $61,214-57.0% | $83,333-68.4% | $56,287-53.2% |
| Participation rate | 53.0% | 72.6%-19.6pp | 77.8%-24.8pp | 69.9%-16.8pp |
| Annual return | -6.55% | 0.42%-7.0pp | 10.63%-17.2pp | -9.96%+3.4pp |
| Employer contribution / active EE | $497 | $1,925-74.2% | $3,379-85.3% | $2,111-76.4% |
| Participant deferral / active EE | $946 | $5,091-81.4% | $5,565-83.0% | $3,350-71.8% |
| Admin fee / account holder | $356 | $512-30.4% | $7,510-95.3% | $521-31.6% |