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 8-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 |
|---|---|---|
CTBK LLP1+ years Service code 10 · EIN 16-1468002 45 BRYANT WOODS NORTH · AMHERST, NY 14228 | Accounting | $0 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP Service code 12 · EIN 23-2186864 PO BOX 2600 · VALLEY FORGE, PA 19482 | Contract Administrator; Claims proces... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,464 | $65,223-21.1% | $80,019-35.7% | $55,725-7.6% |
| Participation rate | 97.1% | 80.6%+16.5pp | 75.8%+21.2pp | 70.9%+26.2pp |
| Annual return | -4.07% | 7.59%-11.7pp | 11.22%-15.3pp | 244.93%-249.0pp |
| Employer contribution / active EE | $925 | $2,544-63.6% | $2,468-62.5% | $2,078-55.5% |
| Participant deferral / active EE | $1,934 | $3,881-50.2% | $3,686-47.5% | $3,356-42.4% |
| Admin fee / account holder | $10 | $114-91.2% | $6,521-99.8% | $115-91.3% |