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 MANAGEMENT3 years Filed as: BANKPLUS Service code 14 · EIN 64-0655312 1200 EASTOVER DRIVE · JACKSON, MS 39211 | Plan Administrator | $62,079 |
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 | $417,539 | $102,553+307.1% | $151,611+175.4% | $66,914+524.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -1.33% | -10.82%+9.5pp | 3.33%-4.7pp | 1.58%-2.9pp |
| Employer contribution / active EE | $4,688 | $4,180+12.1% | $6,166-24.0% | $2,544+84.2% |
| Participant deferral / active EE | $7,459 | $6,641+12.3% | $8,363-10.8% | $4,237+76.1% |
| Admin fee / account holder | $395 | $630-37.2% | $11,616-96.6% | $593-33.3% |