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 10-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 |
|---|---|---|
CASSELL PLAN AUDITS3 years Filed as: CASSELL PLAN AUDITS INC Service code 99 409 ILLINOIS AVE · SAINT CHARLES, IL 60174 | Other Fees | $10,500 |
JPMORGAN INVEST HOLDINGS LLC11+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $5,088 |
Employer contribution per participant 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 | $206,644 | $96,484+114.2% | $156,263+32.2% | $74,304+178.1% |
| Participation rate | 80.4% | 67.7%+12.7pp | 78.9%+1.5pp | 60.3%+20.0pp |
| Annual return | 12.98% | 17.73%-4.7pp | 59.47%-46.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,408 | $4,286-20.5% | $6,158-44.7% | $3,767-9.5% |
| Admin fee / account holder | $136 | $3,728-96.4% | $14,255-99.0% | $2,969-95.4% |