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 LLP5+ years Service code 10 · EIN 16-1468002 45 BRYANT WOODS NORTH · AMHERST, NY 14228 | Accounting | $0 |
THE VANGUARD GROUP, INC.5+ years Filed as: THE VANGUARD GROUP Service code 12 · EIN 23-2186884 PO BOX 2600 · VALLEY FORGE, PA 19482 | Contract Administrator; Claims proces... | $0 |
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 | $72,916 | $81,908-11.0% | $90,749-19.7% | $64,808+12.5% |
| Participation rate | 97.4% | 80.5%+17.0pp | 75.7%+21.7pp | 71.5%+26.0pp |
| Annual return | -18.30% | -12.53%-5.8pp | -12.16%-6.1pp | 32.82%-51.1pp |
| Employer contribution / active EE | $1,290 | $3,065-57.9% | $2,921-55.8% | $2,506-48.5% |
| Participant deferral / active EE | $3,043 | $4,840-37.1% | $4,564-33.3% | $4,310-29.4% |
| Admin fee / account holder | $51 | $157-67.5% | $8,445-99.4% | $188-72.8% |