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 BANK4 years Service code 21 209 TROY ST. · TUPELO, MS 38802 | Bank Trustee | $52,019 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $1,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,398 | $73,867+0.7% | $143,757-48.2% | $68,494+8.6% |
| Participation rate | 98.9% | 66.7%+32.3pp | 80.3%+18.6pp | 67.9%+31.1pp |
| Annual return | -12.66% | 1.01%-13.7pp | -0.04%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $5,953 | $3,184+87.0% | $4,951+20.2% | $2,596+129.3% |
| Participant deferral / active EE | $4,244 | $3,384+25.4% | $5,637-24.7% | $4,027+5.4% |
| Admin fee / account holder | $718 | $5,755-87.5% | $14,673-95.1% | $5,403-86.7% |