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 MANAGEMENT2+ years Service code 21 · EIN 62-1754544 633 CHESTNUT STREET, SUITE 600 · CHATTANOOGA, TN 37450 | Bank Trustee | $35,493 |
MORGANTON EYE PHYSICIANS PA2+ years Service code 99 · EIN 56-1109834 335 EAST PARKER ROAD · MORGANTON, NC 28655 | Other Fees | $11,250 |
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 | $192,124 | $46,732+311.1% | $156,549+22.7% | $55,167+248.3% |
| Participation rate | 90.0% | 65.8%+24.2pp | 84.0%+6.0pp | 69.0%+21.0pp |
| Annual return | 13.30% | 17.72%-4.4pp | 32.23%-18.9pp | 169.23%-155.9pp |
| Employer contribution / active EE | $2,435 | $2,105+15.6% | $5,501-55.7% | $1,963+24.1% |
| Participant deferral / active EE | $4,571 | $2,204+107.4% | $4,871-6.2% | $3,054+49.7% |
| Admin fee / account holder | $513 | $418+22.7% | $13,027-96.1% | $504+1.9% |