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 BANK6 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $49,063 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $4,649 |
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 | $22,263 | $44,764-50.3% | $68,791-67.6% | $64,808-65.6% |
| Participation rate | 35.4% | 64.8%-29.4pp | 69.0%-33.7pp | 71.5%-36.1pp |
| Annual return | -14.89% | -10.91%-4.0pp | -6.38%-8.5pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,289 | $1,775-27.4% | $2,655-51.5% | $2,506-48.6% |
| Participant deferral / active EE | $1,885 | $3,238-41.8% | $3,941-52.2% | $4,310-56.3% |
| Admin fee / account holder | $202 | $151+33.2% | $4,932-95.9% | $188+7.4% |