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 LLP6+ years Service code 10 · EIN 16-1468002 45 BRYANT WOODS NORTH · AMHERST, NY 14228 | Accounting | $0 |
THE VANGUARD GROUP, INC.6+ years Filed as: THE VANGUARD GROUP Service code 12 · EIN 23-2186884 PO BOX 2600 · VALLEY FORGE, PA 19482 | Claims processing; Contract Administr... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,781 | $84,784-18.9% | $98,439-30.1% | $74,419-7.6% |
| Participation rate | 92.4% | 81.5%+10.8pp | 75.2%+17.2pp | 70.7%+21.6pp |
| Annual return | 18.45% | 20.59%-2.1pp | 21.16%-2.7pp | 34.38%-15.9pp |
| Employer contribution / active EE | $1,106 | $3,364-67.1% | $3,048-63.7% | $2,637-58.0% |
| Participant deferral / active EE | $2,570 | $5,218-50.8% | $4,738-45.8% | $4,528-43.2% |
| Admin fee / account holder | $51 | $204-75.3% | $8,948-99.4% | $348-85.5% |