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 AUDITS2 years Filed as: CASSELL PLAN AUDITS INC Service code 99 409 ILLINOIS AVE · SAINT CHARLES, IL 60174 | Other Fees | $10,500 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,335 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $173,958 | $101,724+71.0% | $164,813+5.5% | $80,856+115.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 23.91% | 16.72%+7.2pp | 69.93%-46.0pp | 35.59%-11.7pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,900 | $4,477-12.9% | $6,031-35.3% | $4,296-9.2% |
| Admin fee / account holder | $122 | $8,227-98.5% | $12,690-99.0% | $6,918-98.2% |