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 |
|---|---|---|
NATIONWIDE3+ years Service code 27 · EIN 31-4156830 | Advisory (Plan) | $16,965 |
TRUSTMARK NATIONAL BANK1 year Filed as: TRUSTMARK Service code 15 · EIN 64-0180810 | Recordkeeping | $200 |
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 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 | $38,975 | $36,767+6.0% | $81,478-52.2% | $62,292-37.4% |
| Participation rate | 11.3% | 54.4%-43.2pp | 68.0%-56.7pp | 69.5%-58.3pp |
| Annual return | 16.87% | 173.80%-156.9pp | 38.78%-21.9pp | 28.90%-12.0pp |
| Employer contribution / active EE | $281 | $1,128-75.1% | $2,568-89.0% | $2,042-86.2% |
| Participant deferral / active EE | $486 | $2,111-77.0% | $3,537-86.3% | $3,169-84.7% |
| Admin fee / account holder | $409 | $797-48.7% | $4,561-91.0% | $479-14.7% |