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 |
|---|---|---|
HOME FEDERAL BANK OF TENNESSEE6+ years Service code 21 · EIN 62-1230706 | Bank Trustee | $36,255 |
Filed as: GREAT-WEST Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,549 |
TENNESSEE PENSION ADMINISTRATORS6+ years Service code 13 · EIN 62-1757444 | Contract Administrator | $14,343 |
PUGH & COMPANY, PC2 years Filed as: PUGH & COMPANY, P.C. Service code 10 · EIN 62-1142155 | Accounting | $11,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,047 | $78,275-28.4% | $109,143-48.6% | $86,799-35.4% |
| Participation rate | 94.0% | 73.8%+20.1pp | 75.9%+18.1pp | 72.3%+21.7pp |
| Annual return | 28.04% | 19.14%+8.9pp | 25.75%+2.3pp | 97.91%-69.9pp |
| Employer contribution / active EE | $772 | $3,105-75.1% | $3,722-79.3% | $2,405-67.9% |
| Participant deferral / active EE | $3,293 | $3,641-9.6% | $4,653-29.2% | $4,131-20.3% |
| Admin fee / account holder | $239 | $198+20.2% | $6,752-96.5% | $170+40.7% |