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 BANK3 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $11,233 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $9,176 |
BANKPLUS WEALTH MANAGEMENT2 years Filed as: BANKPLUS WEALTH MANAGMENT Service code 27 · EIN 64-0134513 | Advisory (Plan) | $8,980 |
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.
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 | $32,005 | $73,360-56.4% | $177,989-82.0% | $74,495-57.0% |
| Participation rate | 64.6% | 66.6%-2.0pp | 77.1%-12.5pp | 67.2%-2.6pp |
| Annual return | 9.74% | 17.49%-7.7pp | 294.48%-284.7pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $1,144 | $2,216-48.4% | $3,949-71.0% | $2,623-56.4% |
| Participant deferral / active EE | $2,905 | $4,513-35.6% | $6,276-53.7% | $4,346-33.2% |
| Admin fee / account holder | $175 | $1,808-90.3% | $10,363-98.3% | $1,942-91.0% |