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 BANK5 years Filed as: FIRST TENNESSEE BROKERAGE, INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $52,059 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $47,014 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $775 |
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 | $98,272 | $86,655+13.4% | $119,609-17.8% | $66,914+46.9% |
| Participation rate | 89.2% | 75.6%+13.6pp | 79.3%+10.0pp | 69.8%+19.4pp |
| Annual return | -15.70% | -8.00%-7.7pp | -14.97%-0.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,971 | $2,536+17.2% | $4,232-29.8% | $2,544+16.8% |
| Participant deferral / active EE | $7,750 | $4,358+77.8% | $5,602+38.3% | $4,237+82.9% |
| Admin fee / account holder | $850 | $755+12.6% | $10,323-91.8% | $593+43.3% |