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 LLP3+ years Service code 10 · EIN 16-1468002 45 BRYANT WOODS NORTH · AMHERST, NY 14228 | Accounting | $0 |
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP Service code 12 · EIN 23-2186884 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 | $84,050 | $85,135-1.3% | $98,907-15.0% | $73,409+14.5% |
| Participation rate | 97.5% | 81.1%+16.4pp | 76.0%+21.5pp | 72.2%+25.3pp |
| Annual return | 19.13% | 19.14%0pp | 196.43%-177.3pp | 59.29%-40.2pp |
| Employer contribution / active EE | $1,121 | $2,721-58.8% | $2,689-58.3% | $2,234-49.8% |
| Participant deferral / active EE | $2,651 | $4,349-39.0% | $4,244-37.5% | $3,805-30.3% |
| Admin fee / account holder | $9 | $139-93.3% | $6,642-99.9% | $158-94.1% |