Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,477 | $88,360+0.1% | $145,433-39.2% | $67,986+30.1% |
| Participation rate | 70.2% | 65.5%+4.7pp | 82.1%-11.9pp | 57.2%+13.0pp |
| Annual return | 20.48% | 63.15%-42.7pp | 66.58%-46.1pp | 31.67%-11.2pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $10,897 | $5,932+83.7% | $7,897+38.0% | $3,358+224.5% |
| Admin fee / account holder | $249 | $3,313-92.5% | $13,129-98.1% | $3,203-92.2% |