See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,598 |
TRUSTMARK NATIONAL BANK1+ years Service code 15 · EIN 64-0180810 | Recordkeeping | $10,731 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,692 | $47,944-65.2% | $67,834-75.4% | $62,891-73.5% |
| Participation rate | 98.9% | 61.1%+37.9pp | 68.8%+30.1pp | 69.3%+29.6pp |
| Annual return | 8.11% | 11.77%-3.7pp | 138.47%-130.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,456 | $1,562-6.8% | $2,403-39.4% | $2,281-36.2% |
| Participant deferral / active EE | $2,702 | $2,247+20.3% | $3,160-14.5% | $3,203-15.6% |
| Admin fee / account holder | $221 | $3,712-94.0% | $4,622-95.2% | $4,296-94.9% |