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 | $42,749 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $9,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,092 | $47,126-57.4% | $149,673-86.6% | $74,419-73.0% |
| Participation rate | 67.4% | 63.4%+4.0pp | 78.8%-11.4pp | 70.7%-3.4pp |
| Annual return | 15.28% | 22.75%-7.5pp | 134.42%-119.1pp | 34.38%-19.1pp |
| Employer contribution / active EE | $526 | $1,905-72.4% | $4,818-89.1% | $2,637-80.1% |
| Participant deferral / active EE | $1,106 | $2,728-59.4% | $5,680-80.5% | $4,528-75.6% |
| Admin fee / account holder | $197 | $343-42.6% | $13,210-98.5% | $348-43.5% |