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 |
|---|---|---|
BANCORPSOUTH BANK5+ years Filed as: BANCORPSOUTH Service code 21 · EIN 64-0782370 | Bank Trustee | $15,209 |
BVAGROUP5+ years Service code 34 · EIN 06-1762342 | Valuation (appraisals, etc.) | $6,830 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,929 | $78,419-63.1% | $133,956-78.4% | $73,409-60.6% |
| Participation rate | 99.7% | 78.6%+21.1pp | 79.8%+19.8pp | 72.2%+27.5pp |
| Annual return | 3.04% | 33.35%-30.3pp | 45.09%-42.1pp | 59.29%-56.3pp |
| Employer contribution / active EE | $1,263 | $2,044-38.2% | $3,919-67.8% | $2,234-43.5% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $60 | $161-62.8% | $8,927-99.3% | $158-61.9% |