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 |
|---|---|---|
Filed as: THE TRUST COMPANY OF TENNESSEE, INC Service code 15 · EIN 62-1291257 | Recordkeeping | $55,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,486 | $35,986+201.5% | $77,482+40.0% | $73,488+47.6% |
| Participation rate | 58.4% | 40.8%+17.6pp | 54.2%+4.3pp | 70.7%-12.2pp |
| Annual return | 9.27% | 19.26%-10.0pp | 54.79%-45.5pp | 28.51%-19.2pp |
| Employer contribution / active EE | $1,267 | $557+127.4% | $986+28.5% | $2,270-44.2% |
| Participant deferral / active EE | $1,608 | $1,198+34.3% | $1,861-13.6% | $3,740-57.0% |
| Admin fee / account holder | $490 | $466+5.1% | $2,858-82.9% | $513-4.5% |