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 3-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 37 · EIN 04-2647786 | Loan Processing | $33,515 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,054 |
CASSELL PLAN AUDITS1 year Filed as: CASSELL PLAN AUDITS, P.C. Service code 10 · EIN 46-2966358 | Accounting | $4,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $63,577 | $96,484-34.1% | $156,263-59.3% | $74,304-14.4% |
| Participation rate | 29.7% | 67.7%-37.9pp | 78.9%-49.2pp | 60.3%-30.6pp |
| Annual return | -43.84% | 17.73%-61.6pp | 59.47%-103.3pp | 29.43%-73.3pp |
| Employer contribution / active EE | $1,720 | $2,528-32.0% | $4,333-60.3% | $2,241-23.3% |
| Participant deferral / active EE | $2,523 | $4,286-41.1% | $6,158-59.0% | $3,767-33.0% |
| Admin fee / account holder | $770 | $3,728-79.3% | $14,255-94.6% | $2,969-74.0% |