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 |
|---|---|---|
THE TRUST COMPANY OF TENNESSEE2+ years Filed as: THE TRUST COMPANY OF KNOXVILLE Service code 15 · EIN 62-1291257 | Recordkeeping | $21,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,949 | $52,884-58.5% | $84,750-74.1% | $55,167-60.2% |
| Participation rate | 63.7% | 67.5%-3.8pp | 76.6%-12.9pp | 69.0%-5.3pp |
| Annual return | 5.93% | 18.03%-12.1pp | 22.78%-16.9pp | 169.23%-163.3pp |
| Employer contribution / active EE | $130 | $2,233-94.2% | $3,574-96.4% | $1,963-93.4% |
| Participant deferral / active EE | $1,296 | $2,644-51.0% | $3,712-65.1% | $3,054-57.6% |
| Admin fee / account holder | $208 | $581-64.2% | $5,332-96.1% | $504-58.7% |