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 |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 15 · EIN 13-4238973 | Recordkeeping | $39,785 |
CITIZENS TRUST2 years Service code 51 PO BOX 3938 · ONTARIO, CA 91761 | Investment Mgmt Fees | $39,017 |
CROWELL WEEDON & CO2 years Filed as: CROWELL WEEDON Service code 51 624 SOUTH GRAD AVE · LOS ANGELES, CA 90017 | Investment Mgmt Fees | $37,528 |
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 | $163,411 | $79,523+105.5% | $140,016+16.7% | $56,287+190.3% |
| Participation rate | 99.3% | 85.7%+13.6pp | 87.5%+11.8pp | 69.9%+29.5pp |
| Annual return | 11.78% | 2.39%+9.4pp | 651.12%-639.3pp | -9.96%+21.7pp |
| Employer contribution / active EE | $1,192 | $3,350-64.4% | $5,606-78.7% | $2,111-43.5% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $462 | $614-24.8% | $10,705-95.7% | $521-11.3% |