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 |
|---|---|---|
Service code 16 · EIN 47-1411118 | Consulting | $49,665 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,400 |
CASSELL PLAN AUDITS1 year Filed as: CASSELL PLAN AUDITS, P.C. Service code 10 · EIN 46-2966358 | Accounting | $4,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,476 | $75,923+140.3% | $102,423+78.2% | - |
| Participation rate | 91.9% | 71.4%+20.5pp | 76.5%+15.4pp | - |
| Annual return | 16.66% | 15.12%+1.5pp | 29.32%-12.7pp | - |
| Employer contribution / active EE | $871 | $2,206-60.5% | $3,023-71.2% | - |
| Participant deferral / active EE | $8,659 | $4,258+103.3% | $5,053+71.4% | - |
| Admin fee / account holder | $357 | $11,449-96.9% | $9,451-96.2% | - |