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 MANAGEMENT5 years Filed as: BANKPLUS Service code 14 · EIN 64-0655312 1200 EASTOVER DRIVE · JACKSON, MS 39211 | Plan Administrator | $19,999 |
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 | $539,207 | $122,239+341.1% | $184,203+192.7% | $74,495+623.8% |
| Participation rate | 87.7% | 85.5%+2.2pp | 86.8%+0.9pp | 67.2%+20.5pp |
| Annual return | 18.51% | 19.95%-1.4pp | 28.81%-10.3pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $5,018 | $4,537+10.6% | $6,427-21.9% | $2,623+91.3% |
| Participant deferral / active EE | $7,804 | $7,139+9.3% | $9,131-14.5% | $4,346+79.6% |
| Admin fee / account holder | $336 | $1,260-73.3% | $13,901-97.6% | $1,942-82.7% |