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 BANK5 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $95,709 |
Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $2,181 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,564 | $84,487+54.5% | $125,339+4.2% | $66,914+95.1% |
| Participation rate | 98.3% | 76.4%+21.9pp | 82.4%+15.9pp | 69.8%+28.5pp |
| Annual return | -17.20% | -8.39%-8.8pp | 572.05%-589.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,729 | $3,553-23.2% | $4,814-43.3% | $2,544+7.3% |
| Participant deferral / active EE | $6,043 | $6,781-10.9% | $7,446-18.9% | $4,237+42.6% |
| Admin fee / account holder | $704 | $685+2.8% | $10,010-93.0% | $593+18.7% |