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 |
|---|---|---|
FIRST TENNESSEE BANK3 years Filed as: FIRST TENNESSEE BROKERAGE, INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $46,639 |
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 | Recordkeeping | $42,862 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $1,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,421 | $81,474+30.6% | $133,956-20.6% | $73,488+44.8% |
| Participation rate | 87.6% | 76.4%+11.3pp | 79.8%+7.8pp | 70.7%+16.9pp |
| Annual return | 13.38% | 19.40%-6.0pp | 45.09%-31.7pp | 28.51%-15.1pp |
| Employer contribution / active EE | $2,325 | $2,209+5.2% | $3,919-40.7% | $2,270+2.4% |
| Participant deferral / active EE | $7,348 | $3,786+94.1% | $5,048+45.6% | $3,740+96.5% |
| Admin fee / account holder | $839 | $713+17.7% | $8,927-90.6% | $513+63.6% |