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 | $31,784 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,704 | $51,045-35.9% | $70,515-53.6% | $71,457-54.2% |
| Participation rate | 59.9% | 59.4%+0.5pp | 68.3%-8.4pp | 67.9%-8.0pp |
| Annual return | 13.13% | 42.63%-29.5pp | 32.77%-19.6pp | 28.85%-15.7pp |
| Employer contribution / active EE | $1,263 | $1,790-29.4% | $2,973-57.5% | $2,588-51.2% |
| Participant deferral / active EE | $2,347 | $3,026-22.5% | $4,567-48.6% | $4,289-45.3% |
| Admin fee / account holder | $143 | $1,994-92.8% | $6,412-97.8% | $1,587-91.0% |