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 |
|---|---|---|
Filed as: THE TRUST COMPANY OF TENNESSEE INC Service code 12 · EIN 62-1291257 | Participant loan processing; Recordke... | $173,969 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,389 | $86,897-32.8% | $151,611-61.5% | $64,808-9.9% |
| Participation rate | 92.5% | 87.3%+5.3pp | 87.5%+5.0pp | 71.5%+21.1pp |
| Annual return | -15.19% | -3.57%-11.6pp | 3.33%-18.5pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,732 | $4,010-31.9% | $6,166-55.7% | $2,506+9.0% |
| Participant deferral / active EE | $5,424 | $6,690-18.9% | $8,363-35.1% | $4,310+25.8% |
| Admin fee / account holder | $255 | $153+66.5% | $11,616-97.8% | $188+35.6% |