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 12 · EIN 62-1291257 | Custodial (securities); Account maint... | $77,396 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,850 | $106,028-43.6% | $146,958-59.3% | $77,643-22.9% |
| Participation rate | 70.1% | 78.4%-8.3pp | 82.2%-12.1pp | 70.6%-0.5pp |
| Annual return | 64.00% | 56.73%+7.3pp | 418.34%-354.3pp | 31.24%+32.8pp |
| Employer contribution / active EE | $1,317 | $4,063-67.6% | $4,933-73.3% | $2,726-51.7% |
| Participant deferral / active EE | $2,236 | $7,990-72.0% | $8,070-72.3% | $4,647-51.9% |
| Admin fee / account holder | $302 | $337-10.4% | $12,998-97.7% | $430-29.8% |