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 BANK4 years Service code 27 · EIN 64-0180810 | Advisory (Plan) | $56,358 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,641 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,359 | $86,225-16.1% | $146,665-50.7% | $86,799-16.6% |
| Participation rate | 97.1% | 78.0%+19.1pp | 80.1%+17.0pp | 72.3%+24.8pp |
| Annual return | 15.48% | 31.23%-15.8pp | 22.74%-7.3pp | 97.91%-82.4pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,136-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,146 | $4,245+21.2% | $5,506-6.5% | $4,131+24.6% |
| Admin fee / account holder | $295 | $195+50.8% | $10,280-97.1% | $170+73.7% |