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 6-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 |
|---|---|---|
THE TRUST COMPANY OF TENNESSEE6+ years Filed as: THE TRUST COMPANY OF TENNESSEE INC Service code 12 · EIN 62-1291257 | Recordkeeping fees; Recordkeeping and... | $51,906 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,299 | $108,549-76.7% | $156,263-83.8% | $85,563-70.4% |
| Participation rate | 88.1% | 77.1%+11.0pp | 78.9%+9.2pp | 66.0%+22.1pp |
| Annual return | 23.38% | 21.79%+1.6pp | 59.47%-36.1pp | 31.51%-8.1pp |
| Employer contribution / active EE | $2,398 | $2,690-10.8% | $4,333-44.7% | $2,654-9.6% |
| Participant deferral / active EE | $3,427 | $4,800-28.6% | $6,158-44.4% | $4,375-21.7% |
| Admin fee / account holder | $186 | $650-71.4% | $14,255-98.7% | $834-77.7% |