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 BANK5 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $54,263 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $10,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,937 | $50,982-60.9% | $154,803-87.1% | $85,563-76.7% |
| Participation rate | 73.9% | 59.8%+14.1pp | 78.1%-4.2pp | 66.0%+7.9pp |
| Annual return | 12.34% | 30.35%-18.0pp | 58.88%-46.5pp | 31.51%-19.2pp |
| Employer contribution / active EE | $838 | $1,708-50.9% | $4,305-80.5% | $2,654-68.4% |
| Participant deferral / active EE | $1,153 | $2,474-53.4% | $5,540-79.2% | $4,375-73.6% |
| Admin fee / account holder | $198 | $846-76.6% | $14,329-98.6% | $834-76.3% |