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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,349 |
TRUSTMARK NATIONAL BANK2 years Service code 27 · EIN 64-0180810 | Advisory (Plan) | $49,583 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $67,243 | $69,159-2.8% | $125,175-46.3% | $67,579-0.5% |
| Participation rate | 93.6% | 78.2%+15.4pp | 79.8%+13.8pp | 71.3%+22.3pp |
| Annual return | 17.92% | 27.12%-9.2pp | 43.79%-25.9pp | 378.56%-360.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,865-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,587 | $3,700+24.0% | $4,937-7.1% | $3,539+29.6% |
| Admin fee / account holder | $340 | $142+140.1% | $9,702-96.5% | $142+139.2% |