See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BANKPLUS WEALTH MANAGEMENT7 years Service code 27 · EIN 64-0134513 | Advisory (Plan) | $50,000 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $18,164 |
WATKINS ROSS3 years Filed as: WATKINS, WARD AND STAFFORD, PLLC Service code 10 · EIN 64-0394922 | Accounting | $13,250 |
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 | $173,855 | $102,317+69.9% | $146,958+18.3% | $80,856+115.0% |
| Participation rate | 86.9% | 75.8%+11.1pp | 82.2%+4.7pp | 67.6%+19.2pp |
| Annual return | 13.30% | 134.76%-121.5pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,291 | $3,713-11.4% | $4,933-33.3% | $2,755+19.5% |
| Participant deferral / active EE | $5,049 | $6,644-24.0% | $8,070-37.4% | $4,296+17.5% |
| Admin fee / account holder | $752 | $7,941-90.5% | $12,998-94.2% | $6,918-89.1% |