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 BANK3+ years Service code 55 · EIN 64-0782370 | Other Commissions | $29,721 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,013 | $46,173+47.3% | $170,442-60.1% | $69,631-2.3% |
| Participation rate | 59.9% | 63.9%-4.0pp | 83.6%-23.7pp | 70.7%-10.7pp |
| Annual return | 18.31% | 21.62%-3.3pp | 205.93%-187.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $1,587 | $1,610-1.4% | $5,433-70.8% | $2,032-21.9% |
| Participant deferral / active EE | $3,066 | $2,080+47.4% | $4,939-37.9% | $3,224-4.9% |
| Admin fee / account holder | $14 | $116-87.9% | $13,880-99.9% | $110-87.3% |