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 | $101,276 |
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 | $126,859 | $30,588+314.7% | $53,898+135.4% | $85,563+48.3% |
| Participation rate | 19.1% | 26.3%-7.2pp | 55.0%-35.9pp | 66.0%-46.9pp |
| Annual return | 10.44% | 50.42%-40.0pp | 528.60%-518.2pp | 31.51%-21.1pp |
| Employer contribution / active EE | $641 | $436+47.1% | $932-31.2% | $2,654-75.8% |
| Participant deferral / active EE | $814 | $848-3.9% | $1,826-55.4% | $4,375-81.4% |
| Admin fee / account holder | $698 | $1,879-62.8% | $2,491-72.0% | $834-16.3% |