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 9-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 |
|---|---|---|
TRUSTMARK NATIONAL BANK1 year Service code 27 · EIN 64-0180810 | Advisory (Plan) | $29,205 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,025 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,944 | $62,267+36.4% | $110,238-22.9% | $55,725+52.4% |
| Participation rate | 71.0% | 78.1%-7.1pp | 79.8%-8.8pp | 70.9%+0.2pp |
| Annual return | -5.02% | -1.07%-4.0pp | 314.74%-319.8pp | 244.93%-250.0pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,826-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,074 | $3,516-12.6% | $4,672-34.2% | $3,356-8.4% |
| Admin fee / account holder | $163 | $121+35.0% | $8,547-98.1% | $115+41.8% |