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 10-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 |
|---|---|---|
Filed as: CUTLER INVESTMENT COUNSEL Service code 27 525 BIGHAM KNOLL · JACKSONVILLE, OR 97530 | Advisory (Plan) | $38,365 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,508 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,477 | $100,923-12.3% | $150,045-41.0% | $74,304+19.1% |
| Participation rate | 70.2% | 70.1%+0.1pp | 82.3%-12.1pp | 60.3%+9.9pp |
| Annual return | 20.48% | 51.77%-31.3pp | 62.55%-42.1pp | 29.43%-9.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $10,897 | $6,709+62.4% | $7,997+36.3% | $3,767+189.2% |
| Admin fee / account holder | $249 | $2,767-91.0% | $13,435-98.1% | $2,969-91.6% |