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 BANK4+ years Service code 55 · EIN 64-0782370 | Other Commissions | $35,906 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,694 | $37,196+14.8% | $154,107-72.3% | $55,725-23.4% |
| Participation rate | 42.2% | 64.1%-21.9pp | 83.0%-40.8pp | 70.9%-28.7pp |
| Annual return | -7.83% | 1319.68%-1327.5pp | 735.12%-743.0pp | 244.93%-252.8pp |
| Employer contribution / active EE | $846 | $1,614-47.6% | $5,298-84.0% | $2,078-59.3% |
| Participant deferral / active EE | $1,636 | $2,068-20.9% | $5,081-67.8% | $3,356-51.2% |
| Admin fee / account holder | $9 | $102-90.8% | $13,411-99.9% | $115-91.9% |