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 |
|---|---|---|
BANKPLUS WEALTH MANAGEMENT2 years Filed as: BANKPLUS Service code 14 · EIN 64-0655312 1200 EASTOVER DRIVE · JACKSON, MS 39211 | Plan Administrator | $68,862 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $648,826 | $121,341+434.7% | $189,513+242.4% | $79,386+717.3% |
| Participation rate | 95.8% | 86.1%+9.7pp | 87.8%+8.0pp | 70.7%+25.1pp |
| Annual return | 15.42% | 21.08%-5.7pp | 555.15%-539.7pp | 116.85%-101.4pp |
| Employer contribution / active EE | $5,010 | $3,915+28.0% | $6,162-18.7% | $2,427+106.4% |
| Participant deferral / active EE | $7,644 | $6,395+19.5% | $8,221-7.0% | $4,046+88.9% |
| Admin fee / account holder | $594 | $651-8.9% | $12,045-95.1% | $626-5.2% |