See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RENASANT BANK8 years Service code 21 209 TROY STREET · TUPELO, MS 38802 | Bank Trustee | $47,980 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $23,615 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,057 | $56,767-82.3% | $101,794-90.1% | $85,563-88.2% |
| Participation rate | 84.4% | 57.6%+26.8pp | 69.2%+15.2pp | 66.0%+18.5pp |
| Annual return | 13.80% | 17.76%-4.0pp | 30.53%-16.7pp | 31.51%-17.7pp |
| Employer contribution / active EE | $319 | $1,112-71.3% | $2,289-86.1% | $2,654-88.0% |
| Participant deferral / active EE | $1,683 | $2,720-38.1% | $4,084-58.8% | $4,375-61.5% |
| Admin fee / account holder | $121 | $1,098-89.0% | $8,777-98.6% | $834-85.5% |