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 | $79,993 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,821 | $26,114+247.8% | $58,482+55.3% | $74,419+22.0% |
| Participation rate | 17.7% | 32.1%-14.5pp | 50.9%-33.2pp | 70.7%-53.1pp |
| Annual return | 6.87% | 32.51%-25.6pp | 4239.32%-4232.5pp | 34.38%-27.5pp |
| Employer contribution / active EE | $568 | $536+6.0% | $1,053-46.1% | $2,637-78.5% |
| Participant deferral / active EE | $729 | $1,075-32.1% | $1,924-62.1% | $4,528-83.9% |
| Admin fee / account holder | $523 | $649-19.5% | $2,516-79.2% | $348+50.3% |