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 | $91,214 |
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 | $115,986 | $29,548+292.5% | $56,411+105.6% | $77,643+49.4% |
| Participation rate | 19.3% | 32.7%-13.4pp | 52.5%-33.2pp | 70.6%-51.3pp |
| Annual return | 21.11% | 19.01%+2.1pp | 1701.33%-1680.2pp | 31.24%-10.1pp |
| Employer contribution / active EE | $683 | $568+20.3% | $1,039-34.2% | $2,726-74.9% |
| Participant deferral / active EE | $809 | $1,061-23.7% | $1,952-58.5% | $4,647-82.6% |
| Admin fee / account holder | $629 | $1,046-39.9% | $2,829-77.8% | $430+46.2% |