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 |
|---|---|---|
BANCORPSOUTH BANK2+ years Service code 55 525 E CAPITOL ST · JACKSON, MS 39201 | Other Commissions | $24,588 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,874 | $36,916+51.4% | $156,549-64.3% | $57,658-3.1% |
| Participation rate | 50.9% | 63.4%-12.5pp | 84.0%-33.1pp | 70.2%-19.3pp |
| Annual return | 8.69% | 12.38%-3.7pp | 32.23%-23.5pp | 5.13%+3.6pp |
| Employer contribution / active EE | $1,325 | $1,571-15.6% | $5,501-75.9% | $1,974-32.9% |
| Participant deferral / active EE | $2,486 | $1,926+29.1% | $4,871-49.0% | $3,061-18.8% |
| Admin fee / account holder | $20 | $82-76.2% | $13,027-99.8% | $95-79.2% |