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 BANK1 year Filed as: FIRST HORIZONS ADVISORS, INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $55,122 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $51,533 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,624 | $82,978+34.5% | $129,995-14.1% | $71,457+56.2% |
| Participation rate | 90.5% | 74.1%+16.4pp | 78.5%+12.0pp | 67.9%+22.6pp |
| Annual return | 17.43% | 20.60%-3.2pp | -137.18%+154.6pp | 28.85%-11.4pp |
| Employer contribution / active EE | $3,329 | $2,622+27.0% | $4,320-22.9% | $2,588+28.7% |
| Participant deferral / active EE | $8,485 | $4,432+91.5% | $5,820+45.8% | $4,289+97.8% |
| Admin fee / account holder | $420 | $1,729-75.7% | $10,614-96.0% | $1,587-73.5% |