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 BANK4 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $50,812 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $9,206 |
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 | $24,725 | $50,815-51.3% | $155,509-84.1% | $77,643-68.2% |
| Participation rate | 67.7% | 63.1%+4.6pp | 78.2%-10.4pp | 70.6%-2.8pp |
| Annual return | 15.45% | 34.80%-19.4pp | 64.67%-49.2pp | 31.24%-15.8pp |
| Employer contribution / active EE | $920 | $1,993-53.8% | $4,672-80.3% | $2,726-66.2% |
| Participant deferral / active EE | $1,364 | $2,822-51.7% | $5,626-75.8% | $4,647-70.7% |
| Admin fee / account holder | $244 | $437-44.1% | $15,912-98.5% | $430-43.3% |