See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CADENCE BANK2 years Service code 21 · EIN 64-0782370 | Bank Trustee | $26,716 |
Filed as: ROZIER MCKAY & WILLIS Service code 10 · EIN 72-0949765 | Accounting | $12,500 |
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 | $44,276 | $89,436-50.5% | $164,813-73.1% | $77,643-43.0% |
| Participation rate | 99.6% | 78.6%+21.0pp | 78.6%+21.0pp | 70.6%+29.0pp |
| Annual return | 34.03% | 28.83%+5.2pp | 69.93%-35.9pp | 31.24%+2.8pp |
| Employer contribution / active EE | $514 | $2,569-80.0% | $4,341-88.1% | $2,726-81.1% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $72 | $339-78.8% | $12,690-99.4% | $430-83.3% |