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 BANK7 years Service code 27 · EIN 64-0180810 | Advisory (Plan) | $52,806 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,914 | $89,436-15.1% | $164,813-53.9% | $77,643-2.2% |
| Participation rate | 92.2% | 78.6%+13.6pp | 78.6%+13.6pp | 70.6%+21.6pp |
| Annual return | 13.90% | 28.83%-14.9pp | 69.93%-56.0pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,853 | $2,569-27.9% | $4,341-57.3% | $2,726-32.0% |
| Participant deferral / active EE | $6,606 | $4,897+34.9% | $6,031+9.5% | $4,647+42.1% |
| Admin fee / account holder | $242 | $339-28.8% | $12,690-98.1% | $430-43.8% |