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 |
|---|---|---|
TYNER CAPITAL MANAGEMENT1+ years Service code 21 · EIN 62-1754544 633 CHESTNUT STREET, SUITE 600 · CHATTANOOGA, TN 37450 | Bank Trustee | $36,231 |
MORGANTON EYE PHYSICIANS PA1+ years Service code 99 · EIN 56-1109834 335 EAST PARKER ROAD · MORGANTON, NC 28655 | Other Fees | $15,028 |
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 | $208,021 | $46,360+348.7% | $147,614+40.9% | $52,331+297.5% |
| Participation rate | 79.3% | 64.9%+14.3pp | 84.6%-5.3pp | 68.1%+11.2pp |
| Annual return | -4.04% | 1.62%-5.7pp | 61.98%-66.0pp | 4.54%-8.6pp |
| Employer contribution / active EE | $2,066 | $2,126-2.8% | $5,564-62.9% | $1,882+9.8% |
| Participant deferral / active EE | $3,864 | $2,258+71.2% | $4,895-21.1% | $3,022+27.9% |
| Admin fee / account holder | $563 | $766-26.5% | $11,611-95.2% | $592-4.9% |