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 BANK8 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $74,524 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $8,829 |
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 | $31,638 | $55,416-42.9% | $75,972-58.4% | $77,643-59.3% |
| Participation rate | 35.0% | 63.6%-28.5pp | 69.1%-34.0pp | 70.6%-35.5pp |
| Annual return | 12.77% | 17.07%-4.3pp | 359.55%-346.8pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,347 | $1,788-24.6% | $2,685-49.8% | $2,726-50.6% |
| Participant deferral / active EE | $1,984 | $3,447-42.5% | $4,255-53.4% | $4,647-57.3% |
| Admin fee / account holder | $272 | $414-34.3% | $6,467-95.8% | $430-36.8% |