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 BANK7 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $31,467 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $10,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,301 | $44,764-36.8% | $68,791-58.9% | $64,808-56.3% |
| Participation rate | 58.6% | 64.8%-6.2pp | 69.0%-10.4pp | 71.5%-12.9pp |
| Annual return | -15.33% | -10.91%-4.4pp | -6.38%-9.0pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,127 | $1,775-36.5% | $2,655-57.6% | $2,506-55.0% |
| Participant deferral / active EE | $2,115 | $3,238-34.7% | $3,941-46.3% | $4,310-50.9% |
| Admin fee / account holder | $220 | $151+45.4% | $4,932-95.5% | $188+17.2% |