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 BANK2 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $73,564 |
Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $2,002 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,564 | $89,652+42.3% | $141,162-9.6% | $65,185+95.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 20.64% | 32.79%-12.2pp | 71.39%-50.8pp | 29.38%-8.7pp |
| Employer contribution / active EE | $2,720 | $3,065-11.2% | $4,735-42.5% | $2,177+25.0% |
| Participant deferral / active EE | $6,078 | $5,691+6.8% | $6,709-9.4% | $3,514+73.0% |
| Admin fee / account holder | $586 | $569+3.0% | $10,261-94.3% | $847-30.8% |