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: EPIC Service code 14 · EIN 26-0010549 | Plan Administrator | $23,510 |
BANKPLUS WEALTH MANAGEMENT4 years Filed as: BANKPLUS Service code 14 · EIN 64-0655312 1200 EASTOVER DRIVE · JACKSON, MS 39211 | Plan Administrator | $19,999 |
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 | $417,946 | $130,194+221.0% | $169,993+145.9% | $71,457+484.9% |
| Participation rate | 95.5% | 86.1%+9.3pp | 87.0%+8.5pp | 67.9%+27.6pp |
| Annual return | 19.66% | 20.37%-0.7pp | 53.37%-33.7pp | 28.85%-9.2pp |
| Employer contribution / active EE | $4,626 | $4,381+5.6% | $6,785-31.8% | $2,588+78.8% |
| Participant deferral / active EE | $7,304 | $6,923+5.5% | $10,408-29.8% | $4,289+70.3% |
| Admin fee / account holder | $264 | $966-72.7% | $12,815-97.9% | $1,587-83.4% |