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 10-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 BANK7 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $106,672 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $2,284 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,061 | $101,317+55.0% | $146,958+6.9% | $74,495+110.8% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.0pp |
| Annual return | 13.07% | 8730.91%-8717.8pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $3,023 | $3,810-20.7% | $4,933-38.7% | $2,623+15.3% |
| Participant deferral / active EE | $6,320 | $7,303-13.5% | $8,070-21.7% | $4,346+45.4% |
| Admin fee / account holder | $694 | $1,739-60.1% | $12,998-94.7% | $1,942-64.3% |