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 · TUPELO, MS 38802 | Bank Trustee | $160,412 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $30,392 |
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 | $65,310 | $108,549-39.8% | $156,263-58.2% | $85,563-23.7% |
| Participation rate | 93.5% | 77.1%+16.4pp | 78.9%+14.6pp | 66.0%+27.5pp |
| Annual return | 14.77% | 21.79%-7.0pp | 59.47%-44.7pp | 31.51%-16.7pp |
| Employer contribution / active EE | $1,127 | $2,690-58.1% | $4,333-74.0% | $2,654-57.5% |
| Participant deferral / active EE | $5,966 | $4,800+24.3% | $6,158-3.1% | $4,375+36.4% |
| Admin fee / account holder | $349 | $650-46.2% | $14,255-97.5% | $834-58.1% |