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 10-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 |
|---|---|---|
RENASANT BANK2 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $32,656 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $16,345 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,033 | $50,199-58.1% | $70,092-70.0% | $66,914-68.6% |
| Participation rate | 91.3% | 66.3%+25.0pp | 70.5%+20.9pp | 69.8%+21.5pp |
| Annual return | -19.20% | -13.85%-5.4pp | 190.73%-209.9pp | 1.58%-20.8pp |
| Employer contribution / active EE | $719 | $1,864-61.4% | $2,559-71.9% | $2,544-71.8% |
| Participant deferral / active EE | $433 | $3,112-86.1% | $3,849-88.7% | $4,237-89.8% |
| Admin fee / account holder | $355 | $600-40.8% | $6,267-94.3% | $593-40.1% |