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 |
|---|---|---|
Filed as: BANKPLUS Service code 14 · EIN 64-0655312 1200 EASTOVER DRIVE · JACKSON, MS 39211 | Plan Administrator | $20,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $526,974 | $136,307+286.6% | $177,821+196.4% | $73,488+617.1% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.7%+9.5pp | 70.7%+26.5pp |
| Annual return | 16.56% | 18.68%-2.1pp | 48.32%-31.8pp | 28.51%-12.0pp |
| Employer contribution / active EE | $3,805 | $3,712+2.5% | $5,918-35.7% | $2,270+67.6% |
| Participant deferral / active EE | $7,393 | $5,829+26.8% | $7,714-4.2% | $3,740+97.7% |
| Admin fee / account holder | $197 | $596-66.9% | $12,427-98.4% | $513-61.6% |