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 TENNESSEE9+ years Service code 21 · EIN 62-1230706 | Bank Trustee | $33,480 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,679 |
TENNESSEE PENSION ADMINISTRATORS9+ years Service code 13 · EIN 62-1757444 | Contract Administrator | $15,066 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,426 | $82,917-47.6% | $103,333-58.0% | $77,643-44.1% |
| Participation rate | 96.6% | 71.6%+25.1pp | 74.5%+22.1pp | 70.6%+26.1pp |
| Annual return | 13.15% | 19.13%-6.0pp | 24.88%-11.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,167 | $3,552-67.1% | $3,868-69.8% | $2,726-57.2% |
| Participant deferral / active EE | $3,826 | $4,108-6.9% | $5,057-24.3% | $4,647-17.7% |
| Admin fee / account holder | $183 | $638-71.4% | $8,355-97.8% | $430-57.5% |