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 |
|---|---|---|
BANKPLUS WEALTH MANAGEMENT2 years Service code 27 · EIN 64-0134513 | Advisory (Plan) | $50,000 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $21,287 |
WATKINS, WARD & STAFFORD5+ years Service code 10 · EIN 64-0394922 | Accounting | $13,320 |
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 | $120,804 | $89,355+35.2% | $141,162-14.4% | $72,985+65.5% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 20.04% | 111.85%-91.8pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $3,101 | $3,114-0.4% | $4,735-34.5% | $2,440+27.1% |
| Participant deferral / active EE | $4,994 | $5,418-7.8% | $6,709-25.6% | $3,607+38.4% |
| Admin fee / account holder | $522 | $5,958-91.2% | $10,261-94.9% | $5,124-89.8% |