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 BANK9 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $31,894 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,185 |
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 | $35,633 | $55,416-35.7% | $75,972-53.1% | $77,643-54.1% |
| Participation rate | 51.4% | 63.6%-12.2pp | 69.1%-17.7pp | 70.6%-19.2pp |
| Annual return | 10.10% | 17.07%-7.0pp | 359.55%-349.4pp | 31.24%-21.1pp |
| Employer contribution / active EE | $1,132 | $1,788-36.7% | $2,685-57.8% | $2,726-58.5% |
| Participant deferral / active EE | $2,173 | $3,447-37.0% | $4,255-48.9% | $4,647-53.2% |
| Admin fee / account holder | $199 | $414-51.8% | $6,467-96.9% | $430-53.7% |