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 BANK1 year Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $40,330 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,306 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,603 | $82,664-30.3% | $125,339-54.0% | $68,494-15.9% |
| Participation rate | 73.2% | 75.0%-1.8pp | 82.4%-9.2pp | 67.9%+5.3pp |
| Annual return | -18.14% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,761 | $3,381-47.9% | $4,814-63.4% | $2,596-32.2% |
| Participant deferral / active EE | $9,765 | $6,110+59.8% | $7,446+31.1% | $4,027+142.5% |
| Admin fee / account holder | $465 | $6,275-92.6% | $10,010-95.4% | $5,403-91.4% |