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 |
|---|---|---|
TRUSTMARK NATIONAL BANK6+ years Service code 25 248 E CAPITOL ST STE 580 · JACKSON, MS 39201 | Directed Trustee | $22,669 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,616 |
MAY & COMPANY LLP3 years Service code 10 110 MONUMENT PL · VICKSBURG, MS 39180 | Accounting | $9,538 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,579 | $66,813-46.7% | $100,516-64.6% | $73,488-51.6% |
| Participation rate | 46.8% | 77.5%-30.7pp | 79.4%-32.6pp | 70.7%-23.9pp |
| Annual return | 13.35% | 25.70%-12.3pp | 30.89%-17.5pp | 28.51%-15.2pp |
| Employer contribution / active EE | $426 | $2,147-80.1% | $3,418-87.5% | $2,270-81.2% |
| Participant deferral / active EE | $803 | $5,883-86.4% | $6,270-87.2% | $3,740-78.5% |
| Admin fee / account holder | $359 | $512-29.8% | $8,081-95.6% | $513-30.0% |