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 BANK6 years Service code 27 · EIN 64-0180810 | Advisory (Plan) | $45,955 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,359 |
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 | $68,356 | $91,372-25.2% | $129,995-47.4% | $74,419-8.1% |
| Participation rate | 95.9% | 77.8%+18.1pp | 78.5%+17.4pp | 70.7%+25.2pp |
| Annual return | 15.28% | 23.21%-7.9pp | -137.18%+152.5pp | 34.38%-19.1pp |
| Employer contribution / active EE | $318 | $2,563-87.6% | $4,320-92.6% | $2,637-87.9% |
| Participant deferral / active EE | $5,960 | $4,721+26.3% | $5,820+2.4% | $4,528+31.6% |
| Admin fee / account holder | $224 | $283-20.9% | $10,614-97.9% | $348-35.6% |