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 9-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 |
|---|---|---|
CASSEL PLAN AUDITS, INC1 year Service code 99 · EIN 22-2000222 | Other Fees | $8,785 |
Filed as: THE RETIREMENT PLAN ADVANTAGE Service code 49 600 S NICOLET ROAD · APPLETON, WI 54914 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,280 | $49,451+17.9% | $79,550-26.7% | $66,914-12.9% |
| Participation rate | 71.4% | 61.3%+10.1pp | 69.5%+1.9pp | 69.8%+1.6pp |
| Annual return | -13.95% | 84.25%-98.2pp | 0.16%-14.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,726 | $1,266+36.4% | $2,413-28.5% | $2,544-32.2% |
| Participant deferral / active EE | $3,012 | $3,159-4.6% | $3,985-24.4% | $4,237-28.9% |
| Admin fee / account holder | $118 | $595-80.2% | $6,832-98.3% | $593-80.1% |