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 BANK6 years Service code 21 209 TROY ST. · TUPELO, MS 38802 | Bank Trustee | $63,952 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $1,200 |
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 | $63,583 | $55,415+14.7% | $155,509-59.1% | $74,495-14.6% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 11.68% | 268.50%-256.8pp | 64.67%-53.0pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $6,196 | $2,267+173.3% | $4,672+32.6% | $2,623+136.2% |
| Participant deferral / active EE | $4,215 | $2,836+48.6% | $5,626-25.1% | $4,346-3.0% |
| Admin fee / account holder | $691 | $1,738-60.3% | $15,912-95.7% | $1,942-64.4% |