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 |
|---|---|---|
CASSELL PLAN AUDITS1 year Filed as: CASSELL PLAN AUDITS INC Service code 99 · EIN 46-2966358 409 ILLINOIS AVE STE 1B · SAINT CHARLES, IL 60174 | Other Fees | $10,500 |
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,875 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,125 | $82,978+72.5% | $129,995+10.1% | $71,457+100.3% |
| Participation rate | 97.0% | 74.1%+22.9pp | 78.5%+18.5pp | 67.9%+29.1pp |
| Annual return | 23.77% | 20.60%+3.2pp | -137.18%+160.9pp | 28.85%-5.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,090 | $4,432-7.7% | $5,820-29.7% | $4,289-4.6% |
| Admin fee / account holder | $109 | $1,729-93.7% | $10,614-99.0% | $1,587-93.1% |