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 BANK4 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $19,235 |
Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $3,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,064 | $46,423-76.2% | $75,886-85.4% | $67,579-83.6% |
| Participation rate | 53.4% | 63.1%-9.7pp | 69.3%-15.9pp | 71.3%-17.9pp |
| Annual return | 37.23% | 32.29%+4.9pp | 30.76%+6.5pp | 378.56%-341.3pp |
| Employer contribution / active EE | $861 | $1,406-38.8% | $2,500-65.6% | $2,148-59.9% |
| Participant deferral / active EE | $1,582 | $2,564-38.3% | $3,603-56.1% | $3,539-55.3% |
| Admin fee / account holder | $68 | $132-48.3% | $5,418-98.7% | $142-52.1% |