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 BANK3 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $24,172 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $6,374 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,091 | $56,423-46.7% | $77,163-61.0% | $71,457-57.9% |
| Participation rate | 88.6% | 64.3%+24.3pp | 69.6%+19.0pp | 67.9%+20.7pp |
| Annual return | 15.69% | 19.05%-3.4pp | 37.87%-22.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $112 | $1,866-94.0% | $2,535-95.6% | $2,588-95.7% |
| Participant deferral / active EE | $517 | $3,142-83.6% | $3,833-86.5% | $4,289-88.0% |
| Admin fee / account holder | $291 | $1,429-79.6% | $5,472-94.7% | $1,587-81.7% |