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 | $66,323 |
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 | $106,633 | $26,549+301.6% | $61,373+73.7% | $66,914+59.4% |
| Participation rate | 55.2% | 38.1%+17.1pp | 52.6%+2.6pp | 69.8%-14.6pp |
| Annual return | -11.05% | -16.21%+5.2pp | 338.61%-349.7pp | 1.58%-12.6pp |
| Employer contribution / active EE | $1,842 | $651+182.7% | $1,159+58.8% | $2,544-27.6% |
| Participant deferral / active EE | $2,384 | $1,338+78.2% | $2,125+12.2% | $4,237-43.7% |
| Admin fee / account holder | $562 | $409+37.6% | $2,130-73.6% | $593-5.3% |