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 | $52,971 |
TRUSTMARK NATIONAL BANK3 years Service code 27 · EIN 64-0180810 | Advisory (Plan) | $50,266 |
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.)
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 | $74,821 | $78,419-4.6% | $133,956-44.1% | $73,409+1.9% |
| Participation rate | 85.0% | 78.6%+6.4pp | 79.8%+5.1pp | 72.2%+12.8pp |
| Annual return | 14.73% | 33.35%-18.6pp | 45.09%-30.4pp | 59.29%-44.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,617 | $3,925+17.6% | $5,048-8.5% | $3,805+21.3% |
| Admin fee / account holder | $331 | $161+105.1% | $8,927-96.3% | $158+109.6% |