See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CTBK LLP7+ years Service code 10 · EIN 16-1468002 45 BRYANT WOODS NORTH · AMHERST, NY 14228 | Accounting | $0 |
THE VANGUARD GROUP, INC.7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,498 | $92,055-10.4% | $106,213-22.3% | $77,643+6.3% |
| Participation rate | 95.7% | 81.0%+14.7pp | 75.3%+20.5pp | 70.6%+25.2pp |
| Annual return | 15.12% | 17.91%-2.8pp | 116.14%-101.0pp | 31.24%-16.1pp |
| Employer contribution / active EE | $1,347 | $3,367-60.0% | $3,171-57.5% | $2,726-50.6% |
| Participant deferral / active EE | $3,202 | $5,386-40.5% | $5,016-36.2% | $4,647-31.1% |
| Admin fee / account holder | $79 | $219-63.9% | $11,033-99.3% | $430-81.6% |