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 | $69,546 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,136 | $39,286+195.6% | $80,716+43.9% | $79,386+46.3% |
| Participation rate | 54.8% | 41.0%+13.9pp | 54.2%+0.7pp | 70.7%-15.9pp |
| Annual return | 13.96% | 98.95%-85.0pp | 87.28%-73.3pp | 116.85%-102.9pp |
| Employer contribution / active EE | $1,371 | $594+130.8% | $1,160+18.2% | $2,427-43.5% |
| Participant deferral / active EE | $1,733 | $1,264+37.2% | $2,146-19.2% | $4,046-57.2% |
| Admin fee / account holder | $584 | $647-9.7% | $3,380-82.7% | $626-6.7% |