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 |
|---|---|---|
CROWELL WEEDON & CO1 year Filed as: CROWELL WEEDON Service code 51 624 SOUTH GRAD AVE · LOS ANGELES, CA 90017 | Investment Mgmt Fees | $35,203 |
CITIZENS TRUST1 year Service code 51 PO BOX 3938 · ONTARIO, CA 91761 | Investment Mgmt Fees | $20,990 |
BSI1 year Service code 64 12121 WILSHIRE BLVD · LOS ANGELES, CA 90025 | Recordkeeping Fees | $9,044 |
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 | $155,030 | $89,739+72.8% | $149,718+3.5% | $62,292+148.9% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.45% | 21.01%-5.6pp | 1501.63%-1486.2pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,133 | $3,233-65.0% | $5,445-79.2% | $2,042-44.5% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $333 | $551-39.6% | $11,283-97.0% | $479-30.5% |