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 | $45,757 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $3,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,111 | $58,347-51.8% | $85,682-67.2% | $86,799-67.6% |
| Participation rate | 35.7% | 64.9%-29.2pp | 69.9%-34.2pp | 72.3%-36.6pp |
| Annual return | 15.06% | 18.43%-3.4pp | 21.49%-6.4pp | 97.91%-82.9pp |
| Employer contribution / active EE | $847 | $1,751-51.6% | $2,618-67.6% | $2,405-64.8% |
| Participant deferral / active EE | $1,617 | $3,065-47.2% | $3,923-58.8% | $4,131-60.8% |
| Admin fee / account holder | $236 | $147+60.4% | $6,873-96.6% | $170+39.4% |