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 27 205 E MAIN ST · CLINTON, MS 390564261 | Advisory (Plan) | $44,597 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $64,621 | $51,620+25.2% | $90,281-28.4% | $65,185-0.9% |
| Participation rate | 84.4% | 68.6%+15.7pp | 73.3%+11.1pp | 70.2%+14.2pp |
| Annual return | 23.52% | 24.94%-1.4pp | 78.10%-54.6pp | 29.38%-5.9pp |
| Employer contribution / active EE | $2,333 | $2,235+4.4% | $2,854-18.3% | $2,177+7.2% |
| Participant deferral / active EE | $3,954 | $2,871+37.8% | $3,885+1.8% | $3,514+12.5% |
| Admin fee / account holder | $373 | $384-2.9% | $5,351-93.0% | $847-55.9% |