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 10-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 |
|---|---|---|
RENASANT BANK4 years Service code 21 209 TROY ST · TUPLEO, MS 38802 | Bank Trustee | $63,166 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,555 | $80,717+14.7% | $154,803-40.2% | $84,808+9.1% |
| Participation rate | 88.8% | 66.8%+22.0pp | 78.1%+10.7pp | 68.3%+20.5pp |
| Annual return | 14.77% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,438 | $2,761-11.7% | $4,305-43.4% | $2,631-7.3% |
| Participant deferral / active EE | $8,199 | $3,303+148.2% | $5,540+48.0% | $4,212+94.7% |
| Admin fee / account holder | $571 | $6,746-91.5% | $14,329-96.0% | $7,344-92.2% |