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 BANK5 years Service code 27 · EIN 64-0180810 | Advisory (Plan) | $46,832 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,661 |
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 | $62,837 | $71,142-11.7% | $119,609-47.5% | $64,808-3.0% |
| Participation rate | 95.1% | 78.6%+16.5pp | 79.3%+15.8pp | 71.5%+23.6pp |
| Annual return | -15.02% | -10.01%-5.0pp | -14.97%0pp | 32.82%-47.8pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,659 | $4,490+26.1% | $5,602+1.0% | $4,310+31.3% |
| Admin fee / account holder | $234 | $162+44.4% | $10,323-97.7% | $188+24.7% |